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 | $80,263 | $105,998-24.3% | $92,233-13.0% | $147,584-45.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.70% | 50.05%-33.3pp | 176.28%-159.6pp | 578.55%-561.8pp |
| Employer contribution / active EE | $16,200 | $4,333+273.9% | $3,679+340.3% | $4,876+232.2% |
| Participant deferral / active EE | $21,000 | $4,478+369.0% | $3,897+438.9% | $5,439+286.1% |
| Admin fee / account holder | $478 | $6,332-92.5% | $5,194-90.8% | $10,885-95.6% |