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 5-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 | $97,060 | $202,432-52.1% | $169,368-42.7% | $139,434-30.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.87% | 531.74%-518.9pp | 405.60%-392.7pp | 372.94%-360.1pp |
| Employer contribution / active EE | $12,301 | $4,692+162.1% | $4,013+206.5% | $4,751+158.9% |
| Participant deferral / active EE | $8,356 | $6,938+20.4% | $6,221+34.3% | $6,710+24.5% |
| Admin fee / account holder | $1,724 | $10,708-83.9% | $9,003-80.9% | $11,403-84.9% |