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 | $140,368 | $158,398-11.4% | $126,539+10.9% | $142,382-1.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.51% | 593.76%-579.3pp | 425.95%-411.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $4,387 | $4,650-5.7% | $3,674+19.4% | $4,299+2.0% |
| Participant deferral / active EE | $6,844 | $4,767+43.6% | $4,083+67.6% | $6,507+5.2% |
| Admin fee / account holder | $11,009 | $6,918+59.1% | $6,065+81.5% | $12,624-12.8% |