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 9-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 | $152,956 | $183,519-16.7% | $155,509-1.6% | $145,922+4.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.20% | 61.17%-47.0pp | 64.67%-50.5pp | 561.29%-547.1pp |
| Employer contribution / active EE | $4,179 | $5,313-21.3% | $4,672-10.6% | $4,660-10.3% |
| Participant deferral / active EE | $9,200 | $6,462+42.4% | $5,626+63.5% | $6,688+37.6% |
| Admin fee / account holder | $1,284 | $19,313-93.4% | $15,912-91.9% | $13,397-90.4% |