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 | $90,533 | $111,724-19.0% | $93,606-3.3% | $145,922-38.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 27.91% | 202.98%-175.1pp | 133.20%-105.3pp | 561.29%-533.4pp |
| Employer contribution / active EE | $11,918 | $3,090+285.8% | $2,420+392.5% | $4,660+155.8% |
| Participant deferral / active EE | $5,222 | $4,912+6.3% | $4,411+18.4% | $6,688-21.9% |
| Admin fee / account holder | $485 | $10,250-95.3% | $8,285-94.1% | $13,397-96.4% |