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 | $223,457 | $226,064-1.2% | $182,532+22.4% | $152,861+46.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 15.18% | 192.51%-177.3pp | 148.54%-133.4pp | 345.32%-330.1pp |
| Employer contribution / active EE | $9,761 | $4,978+96.1% | $4,076+139.5% | $4,762+105.0% |
| Participant deferral / active EE | $3,336 | $6,368-47.6% | $5,524-39.6% | $5,850-43.0% |
| Admin fee / account holder | $1,752 | $10,703-83.6% | $8,592-79.6% | $11,596-84.9% |