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 | $53,636 | $107,334-50.0% | $92,893-42.3% | $152,861-64.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 26.82% | 145.58%-118.8pp | 109.41%-82.6pp | 345.32%-318.5pp |
| Employer contribution / active EE | $9,644 | $4,221+128.5% | $3,653+164.0% | $4,762+102.5% |
| Participant deferral / active EE | $18,168 | $4,845+275.0% | $4,236+328.9% | $5,850+210.5% |
| Admin fee / account holder | $777 | $7,079-89.0% | $5,794-86.6% | $11,596-93.3% |