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 | $131,770 | $162,781-19.1% | $133,956-1.6% | $158,922-17.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 24.12% | 41.94%-17.8pp | 45.09%-21.0pp | 302.83%-278.7pp |
| Employer contribution / active EE | $32,363 | $4,975+550.5% | $3,919+725.9% | $4,761+579.7% |
| Participant deferral / active EE | $25,500 | $5,911+331.4% | $5,048+405.2% | $5,982+326.3% |
| Admin fee / account holder | $766 | $11,736-93.5% | $8,927-91.4% | $11,246-93.2% |