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 | $145,381 | $175,202-17.0% | $149,673-2.9% | $139,434+4.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.57% | 166.71%-146.1pp | 134.42%-113.8pp | 372.94%-352.4pp |
| Employer contribution / active EE | $11,074 | $5,474+102.3% | $4,818+129.9% | $4,751+133.1% |
| Participant deferral / active EE | $12,274 | $6,519+88.3% | $5,680+116.1% | $6,710+82.9% |
| Admin fee / account holder | $495 | $16,150-96.9% | $13,210-96.3% | $11,403-95.7% |