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 | $108,827 | $137,414-20.8% | $189,513-42.6% | $85,850+26.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 13.67% | 38.14%-24.5pp | 555.15%-541.5pp | 318.53%-304.9pp |
| Employer contribution / active EE | $4,309 | $4,344-0.8% | $6,162-30.1% | $2,565+68.0% |
| Participant deferral / active EE | $8,416 | $6,260+34.4% | $8,221+2.4% | $3,952+113.0% |
| Admin fee / account holder | $781 | $8,630-90.9% | $12,045-93.5% | $6,260-87.5% |