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 | $105,529 | $124,281-15.1% | $109,143-3.3% | $167,490-37.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 161.16% | 26.04%+135.1pp | 25.75%+135.4pp | 478.56%-317.4pp |
| Employer contribution / active EE | $2,855 | $4,207-32.1% | $3,722-23.3% | $4,837-41.0% |
| Participant deferral / active EE | $8,235 | $5,255+56.7% | $4,653+77.0% | $6,341+29.9% |
| Admin fee / account holder | $7,464 | $7,970-6.3% | $6,752+10.5% | $12,309-39.4% |