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 | $66,820 | $232,540-71.3% | $185,117-63.9% | $147,584-54.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 13.82% | 43.03%-29.2pp | 40.50%-26.7pp | 578.55%-564.7pp |
| Employer contribution / active EE | $21,078 | $5,195+305.7% | $4,182+404.1% | $4,876+332.3% |
| Participant deferral / active EE | $14,917 | $5,834+155.7% | $5,045+195.7% | $5,439+174.3% |
| Admin fee / account holder | $316 | $10,275-96.9% | $8,159-96.1% | $10,885-97.1% |