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 | $116,324 | $107,334+8.4% | $92,893+25.2% | $152,861-23.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.60% | 145.58%-126.0pp | 109.41%-89.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $10,240 | $4,221+142.6% | $3,653+180.3% | $4,762+115.0% |
| Participant deferral / active EE | $2,097 | $4,845-56.7% | $4,236-50.5% | $5,850-64.2% |
| Admin fee / account holder | $5,385 | $7,079-23.9% | $5,794-7.1% | $11,596-53.6% |