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 | $104,755 | $112,096-6.5% | $95,952+9.2% | $158,922-34.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.12% | 171.09%-158.0pp | 91.61%-78.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,154 | $3,198-63.9% | $2,541-54.6% | $4,761-75.8% |
| Participant deferral / active EE | $9,431 | $4,784+97.1% | $4,167+126.3% | $5,982+57.6% |
| Admin fee / account holder | $466 | $10,130-95.4% | $6,795-93.1% | $11,246-95.9% |