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 | $92,102 | $102,966-10.6% | $90,281+2.0% | $152,861-39.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.37% | 95.16%-77.8pp | 78.10%-60.7pp | 345.32%-327.9pp |
| Employer contribution / active EE | $27,138 | $3,139+764.6% | $2,854+850.8% | $4,762+469.9% |
| Participant deferral / active EE | $12,667 | $4,281+195.8% | $3,885+226.0% | $5,850+116.5% |
| Admin fee / account holder | $672 | $6,171-89.1% | $5,351-87.4% | $11,596-94.2% |