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 | $74,742 | $149,734-50.1% | $118,925-37.2% | $158,922-53.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 46.27% | 19.95%+26.3pp | 35.88%+10.4pp | 302.83%-256.6pp |
| Employer contribution / active EE | $11,134 | $4,115+170.6% | $3,263+241.3% | $4,761+133.9% |
| Participant deferral / active EE | $8,094 | $5,223+55.0% | $4,265+89.8% | $5,982+35.3% |
| Admin fee / account holder | $610 | $8,603-92.9% | $6,581-90.7% | $11,246-94.6% |