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 7-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 | $69,536 | $157,256-55.8% | $141,162-50.7% | $152,861-54.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.55% | 64.32%-47.8pp | 71.39%-54.8pp | 345.32%-328.8pp |
| Employer contribution / active EE | $12,699 | $5,261+141.4% | $4,735+168.2% | $4,762+166.7% |
| Participant deferral / active EE | $12,500 | $7,109+75.8% | $6,709+86.3% | $5,850+113.7% |
| Admin fee / account holder | $924 | $12,120-92.4% | $10,261-91.0% | $11,596-92.0% |