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 | $80,708 | $70,756+14.1% | $65,493+23.2% | $142,382-43.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 11.07% | 1754.89%-1743.8pp | 982.45%-971.4pp | 217.08%-206.0pp |
| Employer contribution / active EE | $5,467 | $2,881+89.8% | $2,574+112.4% | $4,299+27.2% |
| Participant deferral / active EE | $9,378 | $4,637+102.2% | $3,961+136.7% | $6,507+44.1% |
| Admin fee / account holder | $6,548 | $6,559-0.2% | $5,028+30.2% | $12,624-48.1% |