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 | $151,730 | $175,202-13.4% | $149,673+1.4% | $139,434+8.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.71% | 166.71%-146.0pp | 134.42%-113.7pp | 372.94%-352.2pp |
| Employer contribution / active EE | $2,220 | $5,474-59.4% | $4,818-53.9% | $4,751-53.3% |
| Participant deferral / active EE | $6,925 | $6,519+6.2% | $5,680+21.9% | $6,710+3.2% |
| Admin fee / account holder | $1,534 | $16,150-90.5% | $13,210-88.4% | $11,403-86.5% |