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 | $147,413 | $159,901-7.8% | $146,958+0.3% | $145,922+1.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.28% | 98.13%-81.8pp | 418.34%-402.1pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,362 | $5,286-55.3% | $4,933-52.1% | $4,660-49.3% |
| Participant deferral / active EE | $9,887 | $8,428+17.3% | $8,070+22.5% | $6,688+47.8% |
| Admin fee / account holder | $768 | $15,044-94.9% | $12,998-94.1% | $13,397-94.3% |