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 | $99,248 | $96,305+3.1% | $80,569+23.2% | $139,434-28.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 26.10% | 1350.08%-1324.0pp | 935.43%-909.3pp | 372.94%-346.8pp |
| Employer contribution / active EE | $2,813 | $3,262-13.8% | $2,723+3.3% | $4,751-40.8% |
| Participant deferral / active EE | $3,363 | $5,232-35.7% | $4,447-24.4% | $6,710-49.9% |
| Admin fee / account holder | $3,657 | $6,599-44.6% | $5,377-32.0% | $11,403-67.9% |