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 | $90,657 | $183,519-50.6% | $155,509-41.7% | $145,922-37.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.81% | 61.17%-49.4pp | 64.67%-52.9pp | 561.29%-549.5pp |
| Employer contribution / active EE | $8,145 | $5,313+53.3% | $4,672+74.3% | $4,660+74.8% |
| Participant deferral / active EE | $8,391 | $6,462+29.8% | $5,626+49.1% | $6,688+25.5% |
| Admin fee / account holder | $647 | $19,313-96.7% | $15,912-95.9% | $13,397-95.2% |