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 | $149,421 | $183,592-18.6% | $155,567-4.0% | $145,959+2.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.74% | 61.24%-31.5pp | 64.74%-35.0pp | 561.95%-532.2pp |
| Employer contribution / active EE | $2,475 | $5,315-53.4% | $4,674-47.0% | $4,661-46.9% |
| Participant deferral / active EE | $5,750 | $6,464-11.0% | $5,628+2.2% | $6,689-14.0% |
| Admin fee / account holder | $622 | $19,318-96.8% | $15,916-96.1% | $13,398-95.4% |