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 | $99,677 | $90,348+10.3% | $75,972+31.2% | $145,922-31.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 27.33% | 620.88%-593.5pp | 359.55%-332.2pp | 561.29%-534.0pp |
| Employer contribution / active EE | $6,935 | $3,311+109.4% | $2,685+158.3% | $4,660+48.8% |
| Participant deferral / active EE | $14,103 | $5,162+173.2% | $4,255+231.4% | $6,688+110.9% |
| Admin fee / account holder | $3,636 | $8,467-57.1% | $6,467-43.8% | $13,397-72.9% |