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 | $108,736 | $114,047-4.7% | $96,139+13.1% | $167,490-35.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 26.42% | 189.88%-163.5pp | 191.94%-165.5pp | 478.56%-452.1pp |
| Employer contribution / active EE | $5,099 | $3,427+48.8% | $2,797+82.3% | $4,837+5.4% |
| Participant deferral / active EE | $12,363 | $5,194+138.0% | $4,349+184.3% | $6,341+95.0% |
| Admin fee / account holder | $1,076 | $6,897-84.4% | $5,537-80.6% | $12,309-91.3% |