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 | $92,766 | $90,348+2.7% | $75,972+22.1% | $145,922-36.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 19.09% | 620.88%-601.8pp | 359.55%-340.5pp | 561.29%-542.2pp |
| Employer contribution / active EE | $5,200 | $3,311+57.0% | $2,685+93.7% | $4,660+11.6% |
| Participant deferral / active EE | $11,671 | $5,162+126.1% | $4,255+174.2% | $6,688+74.5% |
| Admin fee / account holder | $6,872 | $8,467-18.8% | $6,467+6.3% | $13,397-48.7% |