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 8-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 | $122,021 | $183,519-33.5% | $155,509-21.5% | $145,922-16.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.91% | 61.17%-51.3pp | 64.67%-54.8pp | 561.29%-551.4pp |
| Employer contribution / active EE | $25,783 | $5,313+385.3% | $4,672+451.8% | $4,660+453.3% |
| Participant deferral / active EE | $13,149 | $6,462+103.5% | $5,626+133.7% | $6,688+96.6% |
| Admin fee / account holder | $9,153 | $19,313-52.6% | $15,912-42.5% | $13,397-31.7% |