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 8-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 | $81,086 | $161,352-49.7% | $134,172-39.6% | $137,256-40.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 42.14% | 28.72%+13.4pp | 25.30%+16.8pp | 220.34%-178.2pp |
| Employer contribution / active EE | $9,332 | $4,099+127.7% | $3,420+172.9% | $4,156+124.5% |
| Participant deferral / active EE | $11,359 | $5,552+104.6% | $4,690+142.2% | $6,407+77.3% |
| Admin fee / account holder | $156,173 | $15,028+939.2% | $12,016+1199.7% | $12,270+1172.8% |