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 | $124,217 | $116,175+6.9% | $93,606+32.7% | $152,861-18.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 19.23% | 35.96%-16.7pp | 32.76%-13.5pp | 345.32%-326.1pp |
| Employer contribution / active EE | $6,205 | $3,218+92.8% | $2,718+128.3% | $4,762+30.3% |
| Participant deferral / active EE | $9,398 | $4,603+104.2% | $4,069+131.0% | $5,850+60.6% |
| Admin fee / account holder | $5,636 | $10,748-47.6% | $7,888-28.5% | $11,596-51.4% |