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 5-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 | $113,740 | $74,888+51.9% | $71,209+59.7% | $142,382-20.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 35.73% | 345.14%-309.4pp | 282.51%-246.8pp | 217.08%-181.3pp |
| Employer contribution / active EE | $8,336 | $2,854+192.1% | $2,721+206.4% | $4,299+93.9% |
| Participant deferral / active EE | $11,900 | $4,454+167.2% | $4,175+185.0% | $6,507+82.9% |
| Admin fee / account holder | $812 | $5,568-85.4% | $5,349-84.8% | $12,624-93.6% |