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 | $88,154 | $112,881-21.9% | $90,951-3.1% | $158,922-44.5% |
| Participation rate | 95.7% | 74.7%+20.9pp | 69.0%+26.6pp | 82.0%+13.7pp |
| Annual return | 37.53% | 215.79%-178.3pp | 134.60%-97.1pp | 302.83%-265.3pp |
| Employer contribution / active EE | $3,954 | $2,893+36.7% | $2,122+86.3% | $4,761-17.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,982-100.0% |
| Admin fee / account holder | $8,094 | $8,041+0.7% | $5,959+35.8% | $11,246-28.0% |