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 | $85,680 | $72,071+18.9% | $68,368+25.3% | $137,256-37.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.26% | 353.14%-335.9pp | 292.57%-275.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $7,121 | $2,788+155.4% | $2,649+168.8% | $4,156+71.4% |
| Participant deferral / active EE | $11,621 | $4,410+163.5% | $4,123+181.9% | $6,407+81.4% |
| Admin fee / account holder | $23,004 | $5,336+331.2% | $5,150+346.7% | $12,270+87.5% |