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 | $128,800 | $114,381+12.6% | $107,525+19.8% | $142,382-9.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.38% | 242.71%-226.3pp | 181.32%-164.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $6,693 | $4,015+66.7% | $3,754+78.3% | $4,299+55.7% |
| Participant deferral / active EE | $13,721 | $5,564+146.6% | $5,116+168.2% | $6,507+110.9% |
| Admin fee / account holder | $978 | $9,860-90.1% | $8,919-89.0% | $12,624-92.3% |