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 | $96,256 | $100,852-4.6% | $90,404+6.5% | $158,922-39.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.39% | 1724.20%-1707.8pp | 1293.02%-1276.6pp | 302.83%-286.4pp |
| Employer contribution / active EE | $2,821 | $3,689-23.5% | $3,262-13.5% | $4,761-40.7% |
| Participant deferral / active EE | $5,233 | $4,348+20.4% | $3,963+32.0% | $5,982-12.5% |
| Admin fee / account holder | $588 | $6,501-91.0% | $5,611-89.5% | $11,246-94.8% |