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 | $85,373 | $175,202-51.3% | $149,673-43.0% | $139,434-38.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 47.33% | 166.71%-119.4pp | 134.42%-87.1pp | 372.94%-325.6pp |
| Employer contribution / active EE | $9,991 | $5,474+82.5% | $4,818+107.4% | $4,751+110.3% |
| Participant deferral / active EE | $7,217 | $6,519+10.7% | $5,680+27.1% | $6,710+7.5% |
| Admin fee / account holder | $9,177 | $16,150-43.2% | $13,210-30.5% | $11,403-19.5% |