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 | $206,847 | $126,574+63.4% | $106,213+94.7% | $145,922+41.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.53% | 224.79%-214.3pp | 116.14%-105.6pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,869 | $3,730-49.9% | $3,171-41.1% | $4,660-59.9% |
| Participant deferral / active EE | $15,592 | $5,724+172.4% | $5,016+210.9% | $6,688+133.1% |
| Admin fee / account holder | $1,869 | $17,304-89.2% | $11,033-83.1% | $13,397-86.1% |