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 | $123,281 | $72,071+71.1% | $68,368+80.3% | $137,256-10.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.38% | 353.14%-334.8pp | 292.57%-274.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $3,117 | $2,788+11.8% | $2,649+17.7% | $4,156-25.0% |
| Participant deferral / active EE | $6,235 | $4,410+41.4% | $4,123+51.2% | $6,407-2.7% |
| Admin fee / account holder | $832 | $5,336-84.4% | $5,150-83.8% | $12,270-93.2% |