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 | $94,491 | $84,696+11.6% | $75,696+24.8% | $167,490-43.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 15.40% | 199.36%-184.0pp | 104.53%-89.1pp | 478.56%-463.2pp |
| Employer contribution / active EE | $5,738 | $3,230+77.7% | $2,743+109.2% | $4,837+18.6% |
| Participant deferral / active EE | $7,928 | $4,580+73.1% | $3,821+107.5% | $6,341+25.0% |
| Admin fee / account holder | $308 | $5,355-94.3% | $3,619-91.5% | $12,309-97.5% |