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 | $79,097 | $102,382-22.7% | $147,005-46.2% | $80,874-2.2% |
| Participation rate | 74.3% | 75.8%-1.6pp | 82.2%-7.9pp | 67.6%+6.6pp |
| Annual return | 29.56% | 134.89%-105.3pp | 418.76%-389.2pp | 35.62%-6.1pp |
| Employer contribution / active EE | $9,887 | $3,715+166.2% | $4,934+100.4% | $2,756+258.8% |
| Participant deferral / active EE | $12,302 | $6,646+85.1% | $8,070+52.4% | $4,297+186.3% |
| Admin fee / account holder | $16,878 | $7,942+112.5% | $13,006+29.8% | $6,935+143.4% |