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 7-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 | $74,036 | $159,901-53.7% | $146,958-49.6% | $145,922-49.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.17% | 98.13%-71.0pp | 418.34%-391.2pp | 561.29%-534.1pp |
| Employer contribution / active EE | $13,450 | $5,286+154.4% | $4,933+172.7% | $4,660+188.7% |
| Participant deferral / active EE | $8,656 | $8,428+2.7% | $8,070+7.3% | $6,688+29.4% |
| Admin fee / account holder | $8,133 | $15,044-45.9% | $12,998-37.4% | $13,397-39.3% |