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 | $105,082 | $124,281-15.4% | $109,143-3.7% | $167,490-37.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.53% | 26.04%-10.5pp | 25.75%-10.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $4,107 | $4,207-2.4% | $3,722+10.3% | $4,837-15.1% |
| Participant deferral / active EE | $19,293 | $5,255+267.1% | $4,653+314.6% | $6,341+204.3% |
| Admin fee / account holder | $641 | $7,970-92.0% | $6,752-90.5% | $12,309-94.8% |