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 | $118,158 | $209,832-43.7% | $189,513-37.7% | $167,490-29.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.65% | 748.27%-734.6pp | 555.15%-541.5pp | 478.56%-464.9pp |
| Employer contribution / active EE | $2,110 | $6,914-69.5% | $6,162-65.8% | $4,837-56.4% |
| Participant deferral / active EE | $12,350 | $8,935+38.2% | $8,221+50.2% | $6,341+94.8% |
| Admin fee / account holder | $437 | $14,293-96.9% | $12,045-96.4% | $12,309-96.4% |