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 | $129,640 | $109,327+18.6% | $89,391+45.0% | $158,922-18.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 12.20% | 345.68%-333.5pp | 245.62%-233.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $12,025 | $3,170+279.4% | $2,586+365.1% | $4,761+152.6% |
| Participant deferral / active EE | $13,280 | $4,598+188.8% | $3,890+241.4% | $5,982+122.0% |
| Admin fee / account holder | $882 | $6,153-85.7% | $4,881-81.9% | $11,246-92.2% |