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 6-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 | $78,978 | $81,632-3.3% | $70,449+12.1% | $158,922-50.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 8.50% | 208.40%-199.9pp | 109.03%-100.5pp | 302.83%-294.3pp |
| Employer contribution / active EE | $6,134 | $3,217+90.7% | $2,737+124.1% | $4,761+28.8% |
| Participant deferral / active EE | $8,270 | $4,554+81.6% | $3,709+123.0% | $5,982+38.2% |
| Admin fee / account holder | $28,098 | $6,193+353.7% | $3,845+630.7% | $11,246+149.9% |