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 | $123,089 | $68,097+80.8% | $62,929+95.6% | $137,256-10.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 23.59% | 1859.11%-1835.5pp | 1063.93%-1040.3pp | 220.34%-196.7pp |
| Employer contribution / active EE | $6,751 | $2,811+140.1% | $2,505+169.5% | $4,156+62.4% |
| Participant deferral / active EE | $23,738 | $4,553+421.4% | $3,888+510.5% | $6,407+270.5% |
| Admin fee / account holder | $33,646 | $6,521+415.9% | $5,065+564.3% | $12,270+174.2% |