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 | $131,614 | $227,553-42.2% | $189,557-30.6% | $167,490-21.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.24% | 78.40%-65.2pp | 64.17%-50.9pp | 478.56%-465.3pp |
| Employer contribution / active EE | $8,458 | $5,316+59.1% | $4,412+91.7% | $4,837+74.9% |
| Participant deferral / active EE | $22,500 | $7,002+221.3% | $6,174+264.5% | $6,341+254.8% |
| Admin fee / account holder | $5,253 | $11,878-55.8% | $9,807-46.4% | $12,309-57.3% |