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 6-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 | $96,769 | $183,592-47.3% | $155,567-37.8% | $145,959-33.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.74% | 61.24%-34.5pp | 64.74%-38.0pp | 561.95%-535.2pp |
| Employer contribution / active EE | $8,291 | $5,315+56.0% | $4,674+77.4% | $4,661+77.9% |
| Participant deferral / active EE | $4,135 | $6,464-36.0% | $5,628-26.5% | $6,689-38.2% |
| Admin fee / account holder | $28,631 | $19,318+48.2% | $15,916+79.9% | $13,398+113.7% |