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 | $125,177 | $107,334+16.6% | $92,893+34.8% | $152,861-18.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 25.52% | 145.58%-120.1pp | 109.41%-83.9pp | 345.32%-319.8pp |
| Employer contribution / active EE | $2,422 | $4,221-42.6% | $3,653-33.7% | $4,762-49.1% |
| Participant deferral / active EE | $18,000 | $4,845+271.5% | $4,236+324.9% | $5,850+207.7% |
| Admin fee / account holder | $2,188 | $7,079-69.1% | $5,794-62.2% | $11,596-81.1% |