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 3-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 | $122,165 | $111,724+9.3% | $93,606+30.5% | $145,922-16.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.69% | 202.98%-188.3pp | 133.20%-118.5pp | 561.29%-546.6pp |
| Employer contribution / active EE | $5,300 | $3,090+71.5% | $2,420+119.0% | $4,660+13.7% |
| Participant deferral / active EE | $12,655 | $4,912+157.6% | $4,411+186.9% | $6,688+89.2% |
| Admin fee / account holder | $1,244 | $10,250-87.9% | $8,285-85.0% | $13,397-90.7% |