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 | $68,097+18.5% | $62,929+28.3% | $137,256-41.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 11.07% | 1859.11%-1848.0pp | 1063.93%-1052.9pp | 220.34%-209.3pp |
| Employer contribution / active EE | $5,467 | $2,811+94.5% | $2,505+118.3% | $4,156+31.5% |
| Participant deferral / active EE | $9,378 | $4,553+106.0% | $3,888+141.2% | $6,407+46.4% |
| Admin fee / account holder | $6,548 | $6,521+0.4% | $5,065+29.3% | $12,270-46.6% |