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 | $118,855 | $115,770+2.7% | $101,248+17.4% | $158,922-25.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 43.45% | 56.14%-12.7pp | 46.47%-3.0pp | 302.83%-259.4pp |
| Employer contribution / active EE | $10,664 | $4,175+155.5% | $3,660+191.4% | $4,761+124.0% |
| Participant deferral / active EE | $5,432 | $4,957+9.6% | $4,370+24.3% | $5,982-9.2% |
| Admin fee / account holder | $976 | $7,245-86.5% | $5,945-83.6% | $11,246-91.3% |