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 | $127,958 | $226,064-43.4% | $182,532-29.9% | $152,861-16.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 27.26% | 192.51%-165.2pp | 148.54%-121.3pp | 345.32%-318.1pp |
| Employer contribution / active EE | $4,413 | $4,978-11.4% | $4,076+8.3% | $4,762-7.3% |
| Participant deferral / active EE | $22,395 | $6,368+251.7% | $5,524+305.4% | $5,850+282.8% |
| Admin fee / account holder | $1,215 | $10,703-88.6% | $8,592-85.9% | $11,596-89.5% |