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 | $95,208 | $107,934-11.8% | $91,989+3.5% | $152,861-37.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 80.72% | 89.24%-8.5pp | 69.02%+11.7pp | 345.32%-264.6pp |
| Employer contribution / active EE | $10,283 | $4,210+144.3% | $3,452+197.9% | $4,762+115.9% |
| Participant deferral / active EE | $8,967 | $6,364+40.9% | $5,923+51.4% | $5,850+53.3% |
| Admin fee / account holder | $552 | $10,520-94.7% | $7,743-92.9% | $11,596-95.2% |