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 | $90,458 | $90,600-0.2% | $79,464+13.8% | $135,375-33.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.97% | 977.43%-968.5pp | 718.14%-709.2pp | 519.73%-510.8pp |
| Employer contribution / active EE | $1,621 | $3,068-47.2% | $2,800-42.1% | $4,779-66.1% |
| Participant deferral / active EE | $3,952 | $4,050-2.4% | $3,704+6.7% | $5,609-29.5% |
| Admin fee / account holder | $647 | $5,907-89.0% | $5,113-87.3% | $10,827-94.0% |