See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,386 | $159,602-89.7% | $150,045-89.1% | $142,382-88.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.32% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $18,258 | $4,961+268.1% | $4,693+289.0% | $4,299+324.7% |
| Participant deferral / active EE | $3,864 | $8,310-53.5% | $7,997-51.7% | $6,507-40.6% |
| Admin fee / account holder | $87,667 | $14,846+490.5% | $13,435+552.5% | $12,624+594.5% |