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 | $159,776 | $165,984-3.7% | $164,813-3.1% | $145,922+9.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.15% | 100.03%-88.9pp | 69.93%-58.8pp | 561.29%-550.1pp |
| Employer contribution / active EE | $3,180 | $5,273-39.7% | $4,341-26.7% | $4,660-31.8% |
| Participant deferral / active EE | $17,839 | $6,959+156.3% | $6,031+195.8% | $6,688+166.7% |
| Admin fee / account holder | $3,268 | $16,648-80.4% | $12,690-74.2% | $13,397-75.6% |