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 | $36,773 | $158,398-76.8% | $126,539-70.9% | $142,382-74.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 10.89% | 593.76%-582.9pp | 425.95%-415.1pp | 217.08%-206.2pp |
| Employer contribution / active EE | $2,307 | $4,650-50.4% | $3,674-37.2% | $4,299-46.3% |
| Participant deferral / active EE | $6,780 | $4,767+42.2% | $4,083+66.1% | $6,507+4.2% |
| Admin fee / account holder | $3,018 | $6,918-56.4% | $6,065-50.2% | $12,624-76.1% |