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 | $94,131 | $99,918-5.8% | $81,382+15.7% | $145,922-35.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.93% | 34.32%-23.4pp | 24.73%-13.8pp | 561.29%-550.4pp |
| Employer contribution / active EE | $9,975 | $2,978+235.0% | $2,463+305.0% | $4,660+114.1% |
| Participant deferral / active EE | $9,567 | $4,605+107.8% | $3,883+146.4% | $6,688+43.1% |
| Admin fee / account holder | $23,465 | $8,212+185.7% | $5,768+306.8% | $13,397+75.1% |