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 | $143,681 | $157,256-8.6% | $141,162+1.8% | $152,861-6.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 32.61% | 64.32%-31.7pp | 71.39%-38.8pp | 345.32%-312.7pp |
| Employer contribution / active EE | $5,421 | $5,261+3.0% | $4,735+14.5% | $4,762+13.8% |
| Participant deferral / active EE | $20,086 | $7,109+182.5% | $6,709+199.4% | $5,850+243.3% |
| Admin fee / account holder | $509 | $12,120-95.8% | $10,261-95.0% | $11,596-95.6% |