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 | $110,250 | $104,974+5.0% | $95,585+15.3% | $142,382-22.6% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | 11.82% | 210.33%-198.5pp | 38.56%-26.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $21,241 | $2,779+664.5% | $2,527+740.7% | $4,299+394.1% |
| Participant deferral / active EE | $0 | $4,352-100.0% | $4,023-100.0% | $6,507-100.0% |
| Admin fee / account holder | $1,056 | $6,386-83.5% | $6,127-82.8% | $12,624-91.6% |