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 | $135,625 | $115,770+17.2% | $101,248+34.0% | $158,922-14.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.63% | 56.14%-41.5pp | 46.47%-31.8pp | 302.83%-288.2pp |
| Employer contribution / active EE | $2,461 | $4,175-41.0% | $3,660-32.8% | $4,761-48.3% |
| Participant deferral / active EE | $7,505 | $4,957+51.4% | $4,370+71.7% | $5,982+25.5% |
| Admin fee / account holder | $4,793 | $7,245-33.8% | $5,945-19.4% | $11,246-57.4% |