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 3-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 | $85,272 | $74,888+13.9% | $71,209+19.7% | $142,382-40.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.20% | 345.14%-322.9pp | 282.51%-260.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $8,804 | $2,854+208.4% | $2,721+223.6% | $4,299+104.8% |
| Participant deferral / active EE | $15,290 | $4,454+243.2% | $4,175+266.2% | $6,507+135.0% |
| Admin fee / account holder | $447 | $5,568-92.0% | $5,349-91.6% | $12,624-96.5% |