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 | $103,462 | $111,724-7.4% | $93,606+10.5% | $145,922-29.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.31% | 202.98%-194.7pp | 133.20%-124.9pp | 561.29%-553.0pp |
| Employer contribution / active EE | $2,008 | $3,090-35.0% | $2,420-17.0% | $4,660-56.9% |
| Participant deferral / active EE | $1,707 | $4,912-65.2% | $4,411-61.3% | $6,688-74.5% |
| Admin fee / account holder | $2,032 | $10,250-80.2% | $8,285-75.5% | $13,397-84.8% |