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 | $129,618 | $109,817+18.0% | $98,442+31.7% | $167,490-22.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.23% | 1956.69%-1945.5pp | 1492.73%-1481.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $11,618 | $3,224+260.4% | $2,960+292.5% | $4,837+140.2% |
| Participant deferral / active EE | $8,667 | $4,673+85.5% | $4,276+102.7% | $6,341+36.7% |
| Admin fee / account holder | $1,150 | $6,753-83.0% | $5,949-80.7% | $12,309-90.7% |