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 | $83,763 | $121,625-31.1% | $104,607-19.9% | $158,922-47.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 32.31% | 465.26%-433.0pp | 340.46%-308.2pp | 302.83%-270.5pp |
| Employer contribution / active EE | $25,636 | $3,163+710.5% | $2,681+856.4% | $4,761+438.4% |
| Participant deferral / active EE | $6,346 | $4,177+51.9% | $3,740+69.7% | $5,982+6.1% |
| Admin fee / account holder | $690 | $7,787-91.1% | $6,473-89.3% | $11,246-93.9% |