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 | $101,087 | $104,907-3.6% | $84,611+19.5% | $152,861-33.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 26.16% | 373.79%-347.6pp | 258.74%-232.6pp | 345.32%-319.2pp |
| Employer contribution / active EE | $7,084 | $3,302+114.6% | $2,652+167.1% | $4,762+48.7% |
| Participant deferral / active EE | $13,220 | $4,688+182.0% | $3,899+239.1% | $5,850+126.0% |
| Admin fee / account holder | $2,333 | $6,241-62.6% | $4,912-52.5% | $11,596-79.9% |