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 | $61,690 | $142,405-56.7% | $115,157-46.4% | $152,861-59.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 49.95% | 41.48%+8.5pp | 35.60%+14.3pp | 345.32%-295.4pp |
| Employer contribution / active EE | $14,420 | $4,010+259.6% | $3,179+353.6% | $4,762+202.8% |
| Participant deferral / active EE | $15,247 | $5,164+195.2% | $4,168+265.8% | $5,850+160.6% |
| Admin fee / account holder | $8,972 | $8,462+6.0% | $7,088+26.6% | $11,596-22.6% |