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 | $118,546 | $102,966+15.1% | $90,281+31.3% | $152,861-22.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 16.89% | 95.16%-78.3pp | 78.10%-61.2pp | 345.32%-328.4pp |
| Employer contribution / active EE | $5,329 | $3,139+69.8% | $2,854+86.7% | $4,762+11.9% |
| Participant deferral / active EE | $8,898 | $4,281+107.8% | $3,885+129.0% | $5,850+52.1% |
| Admin fee / account holder | $57,421 | $6,171+830.5% | $5,351+973.0% | $11,596+395.2% |