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 | $162,724 | $88,751+83.3% | $81,812+98.9% | $145,922+11.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.19% | 1025.40%-1006.2pp | 773.79%-754.6pp | 561.29%-542.1pp |
| Employer contribution / active EE | $2,366 | $3,083-23.3% | $2,912-18.8% | $4,660-49.2% |
| Participant deferral / active EE | $6,369 | $4,643+37.2% | $4,319+47.5% | $6,688-4.8% |
| Admin fee / account holder | $1,082 | $8,415-87.1% | $7,386-85.3% | $13,397-91.9% |