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 | $86,101 | $183,519-53.1% | $155,509-44.6% | $145,922-41.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.22% | 61.17%-47.9pp | 64.67%-51.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $11,352 | $5,313+113.7% | $4,672+143.0% | $4,660+143.6% |
| Participant deferral / active EE | $12,782 | $6,462+97.8% | $5,626+127.2% | $6,688+91.1% |
| Admin fee / account holder | $1,266 | $19,313-93.4% | $15,912-92.0% | $13,397-90.6% |