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 | $85,820 | $104,907-18.2% | $84,611+1.4% | $152,861-43.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 23.44% | 373.79%-350.3pp | 258.74%-235.3pp | 345.32%-321.9pp |
| Employer contribution / active EE | $17,350 | $3,302+425.5% | $2,652+554.2% | $4,762+264.3% |
| Participant deferral / active EE | $9,167 | $4,688+95.5% | $3,899+135.1% | $5,850+56.7% |
| Admin fee / account holder | $349 | $6,241-94.4% | $4,912-92.9% | $11,596-97.0% |