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 | $62,064 | $107,334-42.2% | $92,893-33.2% | $152,861-59.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 29.10% | 145.58%-116.5pp | 109.41%-80.3pp | 345.32%-316.2pp |
| Employer contribution / active EE | $8,224 | $4,221+94.8% | $3,653+125.1% | $4,762+72.7% |
| Participant deferral / active EE | $19,463 | $4,845+301.7% | $4,236+359.4% | $5,850+232.7% |
| Admin fee / account holder | $788 | $7,079-88.9% | $5,794-86.4% | $11,596-93.2% |