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 | $100,947 | $115,770-12.8% | $101,248-0.3% | $158,922-36.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.29% | 56.14%-35.9pp | 46.47%-26.2pp | 302.83%-282.5pp |
| Employer contribution / active EE | $9,784 | $4,175+134.4% | $3,660+167.3% | $4,761+105.5% |
| Participant deferral / active EE | $11,493 | $4,957+131.8% | $4,370+163.0% | $5,982+92.1% |
| Admin fee / account holder | $8,654 | $7,245+19.4% | $5,945+45.5% | $11,246-23.1% |