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 | $141,277 | $90,397+56.3% | $76,002+85.9% | $145,959-3.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.69% | 621.97%-606.3pp | 360.07%-344.4pp | 561.95%-546.3pp |
| Employer contribution / active EE | $2,323 | $3,317-30.0% | $2,688-13.6% | $4,661-50.2% |
| Participant deferral / active EE | $15,448 | $5,163+199.2% | $4,257+262.9% | $6,689+131.0% |
| Admin fee / account holder | $597 | $8,369-92.9% | $6,414-90.7% | $13,398-95.5% |