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 6-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 | $97,420 | $210,648-53.8% | $177,989-45.3% | $145,922-33.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.28% | 385.86%-373.6pp | 294.48%-282.2pp | 561.29%-549.0pp |
| Employer contribution / active EE | $3,731 | $4,565-18.3% | $3,949-5.5% | $4,660-19.9% |
| Participant deferral / active EE | $13,727 | $6,958+97.3% | $6,276+118.7% | $6,688+105.3% |
| Admin fee / account holder | $686 | $12,013-94.3% | $10,363-93.4% | $13,397-94.9% |