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 7-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 | $109,545 | $81,632+34.2% | $70,449+55.5% | $158,922-31.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 34.94% | 208.40%-173.5pp | 109.03%-74.1pp | 302.83%-267.9pp |
| Employer contribution / active EE | $8,280 | $3,217+157.4% | $2,737+202.6% | $4,761+73.9% |
| Participant deferral / active EE | $9,800 | $4,554+115.2% | $3,709+164.3% | $5,982+63.8% |
| Admin fee / account holder | $26,283 | $6,193+324.4% | $3,845+583.5% | $11,246+133.7% |