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 | $99,421 | $114,047-12.8% | $96,139+3.4% | $167,490-40.6% |
| Participation rate | 80.0% | 75.1%+4.9pp | 68.4%+11.6pp | 82.1%-2.1pp |
| Annual return | 18.13% | 189.88%-171.7pp | 191.94%-173.8pp | 478.56%-460.4pp |
| Employer contribution / active EE | $13,958 | $3,427+307.3% | $2,797+399.1% | $4,837+188.5% |
| Participant deferral / active EE | $9,200 | $5,194+77.1% | $4,349+111.6% | $6,341+45.1% |
| Admin fee / account holder | $383 | $6,897-94.5% | $5,537-93.1% | $12,309-96.9% |