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 | $97,912 | $114,047-14.1% | $96,139+1.8% | $167,490-41.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 23.27% | 189.88%-166.6pp | 191.94%-168.7pp | 478.56%-455.3pp |
| Employer contribution / active EE | $4,563 | $3,427+33.1% | $2,797+63.1% | $4,837-5.7% |
| Participant deferral / active EE | $8,725 | $5,194+68.0% | $4,349+100.6% | $6,341+37.6% |
| Admin fee / account holder | $885 | $6,897-87.2% | $5,537-84.0% | $12,309-92.8% |