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 7-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 | $91,672 | $209,411-56.2% | $178,490-48.6% | $158,922-42.3% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 37.25% | 188.75%-151.5pp | 151.07%-113.8pp | 302.83%-265.6pp |
| Employer contribution / active EE | $28,834 | $5,706+405.3% | $5,011+475.5% | $4,761+505.6% |
| Participant deferral / active EE | $11,742 | $5,954+97.2% | $5,202+125.7% | $5,982+96.3% |
| Admin fee / account holder | $1,035 | $17,074-93.9% | $13,984-92.6% | $11,246-90.8% |