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 8-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 | $98,040 | $157,256-37.7% | $141,162-30.5% | $152,861-35.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 133.35% | 64.32%+69.0pp | 71.39%+62.0pp | 345.32%-212.0pp |
| Employer contribution / active EE | $8,311 | $5,261+58.0% | $4,735+75.5% | $4,762+74.5% |
| Participant deferral / active EE | $14,250 | $7,109+100.4% | $6,709+112.4% | $5,850+143.6% |
| Admin fee / account holder | $625 | $12,120-94.8% | $10,261-93.9% | $11,596-94.6% |