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 | $149,944 | $110,809+35.3% | $86,874+72.6% | $167,490-10.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 12.45% | 116.98%-104.5pp | 63.52%-51.1pp | 478.56%-466.1pp |
| Employer contribution / active EE | $2,148 | $3,244-33.8% | $2,495-13.9% | $4,837-55.6% |
| Participant deferral / active EE | $7,890 | $4,546+73.6% | $3,699+113.3% | $6,341+24.4% |
| Admin fee / account holder | $972 | $8,415-88.4% | $5,828-83.3% | $12,309-92.1% |