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 | $127,535 | $99,921+27.6% | $85,009+50.0% | $145,959-12.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.06% | 83.89%-68.8pp | 66.47%-51.4pp | 561.95%-546.9pp |
| Employer contribution / active EE | $3,040 | $3,233-6.0% | $2,728+11.4% | $4,661-34.8% |
| Participant deferral / active EE | $14,159 | $5,293+167.5% | $4,522+213.1% | $6,689+111.7% |
| Admin fee / account holder | $672 | $7,252-90.7% | $6,153-89.1% | $13,398-95.0% |