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 8-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 | $84,375 | $180,749-53.3% | $160,784-47.5% | $137,256-38.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.33% | 2234.46%-2216.1pp | 1803.92%-1785.6pp | 220.34%-202.0pp |
| Employer contribution / active EE | $3,815 | $4,155-8.2% | $3,733+2.2% | $4,156-8.2% |
| Participant deferral / active EE | $8,489 | $6,844+24.0% | $6,293+34.9% | $6,407+32.5% |
| Admin fee / account holder | $5,788 | $10,397-44.3% | $9,717-40.4% | $12,270-52.8% |