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 | $125,997 | $112,096+12.4% | $95,952+31.3% | $158,922-20.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.07% | 171.09%-160.0pp | 91.61%-80.5pp | 302.83%-291.8pp |
| Employer contribution / active EE | $9,018 | $3,198+182.0% | $2,541+254.9% | $4,761+89.4% |
| Participant deferral / active EE | $5,709 | $4,784+19.3% | $4,167+37.0% | $5,982-4.6% |
| Admin fee / account holder | $338 | $10,130-96.7% | $6,795-95.0% | $11,246-97.0% |