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 | $159,934-7.8% | $147,005+0.3% | $145,959+1.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.28% | 98.24%-82.0pp | 418.76%-402.5pp | 561.95%-545.7pp |
| Employer contribution / active EE | $2,362 | $5,287-55.3% | $4,934-52.1% | $4,661-49.3% |
| Participant deferral / active EE | $9,887 | $8,427+17.3% | $8,070+22.5% | $6,689+47.8% |
| Admin fee / account holder | $768 | $15,053-94.9% | $13,006-94.1% | $13,398-94.3% |