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 | $98,498 | $168,632-41.6% | $147,614-33.3% | $125,391-21.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.15% | 77.65%-79.8pp | 61.98%-64.1pp | 282.22%-284.4pp |
| Employer contribution / active EE | $4,423 | $6,252-29.3% | $5,564-20.5% | $4,866-9.1% |
| Participant deferral / active EE | $7,686 | $5,507+39.6% | $4,895+57.0% | $5,352+43.6% |
| Admin fee / account holder | $484 | $13,580-96.4% | $11,611-95.8% | $9,540-94.9% |