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 | $134,865 | $138,065-2.3% | $123,544+9.2% | $135,375-0.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.22% | 153.68%-152.5pp | 119.20%-118.0pp | 519.73%-518.5pp |
| Employer contribution / active EE | $3,451 | $5,151-33.0% | $4,628-25.4% | $4,779-27.8% |
| Participant deferral / active EE | $10,646 | $6,799+56.6% | $6,426+65.7% | $5,609+89.8% |
| Admin fee / account holder | $2,682 | $10,916-75.4% | $9,284-71.1% | $10,827-75.2% |