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 | $78,062 | $176,662-55.8% | $130,648-40.2% | $152,861-48.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 19.17% | 2692.24%-2673.1pp | 1708.96%-1689.8pp | 345.32%-326.1pp |
| Employer contribution / active EE | $18,220 | $5,742+217.3% | $4,092+345.3% | $4,762+282.6% |
| Participant deferral / active EE | $9,322 | $4,361+113.7% | $3,603+158.7% | $5,850+59.3% |
| Admin fee / account holder | $574 | $7,133-91.9% | $5,464-89.5% | $11,596-95.0% |