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 7-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 | $120,972 | $114,047+6.1% | $96,139+25.8% | $167,490-27.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 18.21% | 189.88%-171.7pp | 191.94%-173.7pp | 478.56%-460.3pp |
| Employer contribution / active EE | $20,680 | $3,427+503.5% | $2,797+639.4% | $4,837+327.5% |
| Participant deferral / active EE | $9,253 | $5,194+78.2% | $4,349+112.8% | $6,341+45.9% |
| Admin fee / account holder | $5,018 | $6,897-27.2% | $5,537-9.4% | $12,309-59.2% |