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 | $143,873 | $158,398-9.2% | $126,539+13.7% | $142,382+1.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.59% | 593.76%-576.2pp | 425.95%-408.4pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,263 | $4,650-29.8% | $3,674-11.2% | $4,299-24.1% |
| Participant deferral / active EE | $8,382 | $4,767+75.8% | $4,083+105.3% | $6,507+28.8% |
| Admin fee / account holder | $29,598 | $6,918+327.8% | $6,065+388.1% | $12,624+134.5% |