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 | $79,412 | $107,334-26.0% | $92,893-14.5% | $152,861-48.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.47% | 145.58%-128.1pp | 109.41%-91.9pp | 345.32%-327.8pp |
| Employer contribution / active EE | $16,608 | $4,221+293.5% | $3,653+354.7% | $4,762+248.7% |
| Participant deferral / active EE | $15,100 | $4,845+211.7% | $4,236+256.5% | $5,850+158.1% |
| Admin fee / account holder | $1,007 | $7,079-85.8% | $5,794-82.6% | $11,596-91.3% |