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 5-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 | $99,535 | $100,773-1.2% | $88,946+11.9% | $142,382-30.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.38% | 70.18%-57.8pp | 57.82%-45.4pp | 217.08%-204.7pp |
| Employer contribution / active EE | $26,098 | $2,918+794.5% | $2,555+921.5% | $4,299+507.1% |
| Participant deferral / active EE | $11,244 | $5,230+115.0% | $4,581+145.4% | $6,507+72.8% |
| Admin fee / account holder | $829 | $9,693-91.4% | $8,261-90.0% | $12,624-93.4% |