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 | $123,533 | $111,814+10.5% | $93,654+31.9% | $145,959-15.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 27.19% | 203.30%-176.1pp | 133.34%-106.2pp | 561.95%-534.8pp |
| Employer contribution / active EE | $6,198 | $3,092+100.5% | $2,421+156.0% | $4,661+33.0% |
| Participant deferral / active EE | $4,695 | $4,914-4.5% | $4,413+6.4% | $6,689-29.8% |
| Admin fee / account holder | $934 | $10,246-90.9% | $8,282-88.7% | $13,398-93.0% |