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 | $98,949 | $124,281-20.4% | $109,143-9.3% | $167,490-40.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.21% | 26.04%-9.8pp | 25.75%-9.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $8,631 | $4,207+105.1% | $3,722+131.9% | $4,837+78.4% |
| Participant deferral / active EE | $6,570 | $5,255+25.0% | $4,653+41.2% | $6,341+3.6% |
| Admin fee / account holder | $4,884 | $7,970-38.7% | $6,752-27.7% | $12,309-60.3% |