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 6-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 | $110,316 | $111,724-1.3% | $93,606+17.9% | $145,922-24.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.76% | 202.98%-189.2pp | 133.20%-119.4pp | 561.29%-547.5pp |
| Employer contribution / active EE | $16,136 | $3,090+422.3% | $2,420+566.8% | $4,660+246.3% |
| Participant deferral / active EE | $4,874 | $4,912-0.8% | $4,411+10.5% | $6,688-27.1% |
| Admin fee / account holder | $427 | $10,250-95.8% | $8,285-94.8% | $13,397-96.8% |