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 | $118,790 | $118,680+0.1% | $98,907+20.1% | $158,922-25.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 10.91% | 372.35%-361.4pp | 196.43%-185.5pp | 302.83%-291.9pp |
| Employer contribution / active EE | $27,412 | $3,333+722.5% | $2,689+919.4% | $4,761+475.7% |
| Participant deferral / active EE | $10,936 | $5,088+115.0% | $4,244+157.7% | $5,982+82.8% |
| Admin fee / account holder | $339 | $10,131-96.7% | $6,642-94.9% | $11,246-97.0% |