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 | $92,380 | $72,071+28.2% | $68,368+35.1% | $137,256-32.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.88% | 353.14%-334.3pp | 292.57%-273.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,319 | $2,788-16.8% | $2,649-12.5% | $4,156-44.2% |
| Participant deferral / active EE | $9,808 | $4,410+122.4% | $4,123+137.9% | $6,407+53.1% |
| Admin fee / account holder | $4,242 | $5,336-20.5% | $5,150-17.6% | $12,270-65.4% |