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 7-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 | $91,929 | $148,534-38.1% | $135,903-32.4% | $139,434-34.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.90% | 79.19%-55.3pp | 68.23%-44.3pp | 372.94%-349.0pp |
| Employer contribution / active EE | $10,998 | $5,243+109.8% | $4,856+126.5% | $4,751+131.5% |
| Participant deferral / active EE | $15,630 | $8,100+93.0% | $7,758+101.5% | $6,710+132.9% |
| Admin fee / account holder | $364 | $12,400-97.1% | $10,762-96.6% | $11,403-96.8% |