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 | $87,246 | $99,640-12.4% | $86,436+0.9% | $134,475-35.1% |
| Participation rate | 95.7% | 82.0%+13.6pp | 80.3%+15.3pp | 81.2%+14.4pp |
| Annual return | 17.20% | 6782.58%-6765.4pp | 4394.89%-4377.7pp | 417.96%-400.8pp |
| Employer contribution / active EE | $9,685 | $4,400+120.1% | $3,769+157.0% | $4,740+104.3% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,689 | $8,371-67.9% | $6,731-60.1% | $11,426-76.5% |