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 | $101,979 | $118,849-14.2% | $96,562+5.6% | $167,490-39.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 26.60% | 50.49%-23.9pp | 37.78%-11.2pp | 478.56%-452.0pp |
| Employer contribution / active EE | $17,408 | $3,120+458.0% | $2,356+638.7% | $4,837+259.9% |
| Participant deferral / active EE | $17,354 | $4,616+275.9% | $3,849+350.9% | $6,341+173.7% |
| Admin fee / account holder | $681 | $8,065-91.6% | $6,181-89.0% | $12,309-94.5% |