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 | $113,586 | $102,966+10.3% | $90,281+25.8% | $152,861-25.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 16.88% | 95.16%-78.3pp | 78.10%-61.2pp | 345.32%-328.4pp |
| Employer contribution / active EE | $7,723 | $3,139+146.1% | $2,854+170.6% | $4,762+62.2% |
| Participant deferral / active EE | $8,197 | $4,281+91.5% | $3,885+111.0% | $5,850+40.1% |
| Admin fee / account holder | $40,700 | $6,171+559.6% | $5,351+660.6% | $11,596+251.0% |