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 | $122,238 | $115,770+5.6% | $101,248+20.7% | $158,922-23.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.26% | 56.14%-39.9pp | 46.47%-30.2pp | 302.83%-286.6pp |
| Employer contribution / active EE | $4,762 | $4,175+14.1% | $3,660+30.1% | $4,7610% |
| Participant deferral / active EE | $9,248 | $4,957+86.6% | $4,370+111.6% | $5,982+54.6% |
| Admin fee / account holder | $919 | $7,245-87.3% | $5,945-84.5% | $11,246-91.8% |