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 | $86,290 | $211,958-59.3% | $169,463-49.1% | $135,375-36.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 94.41% | 3.26%+91.1pp | 1.83%+92.6pp | 519.73%-425.3pp |
| Employer contribution / active EE | $3,735 | $5,120-27.1% | $4,159-10.2% | $4,779-21.8% |
| Participant deferral / active EE | $13,109 | $6,075+115.8% | $5,277+148.4% | $5,609+133.7% |
| Admin fee / account holder | $12,130 | $11,471+5.7% | $9,109+33.2% | $10,827+12.0% |