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 | $103,230 | $107,334-3.8% | $92,893+11.1% | $152,861-32.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.76% | 145.58%-123.8pp | 109.41%-87.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,562 | $4,221-63.0% | $3,653-57.2% | $4,762-67.2% |
| Participant deferral / active EE | $4,859 | $4,845+0.3% | $4,236+14.7% | $5,850-16.9% |
| Admin fee / account holder | $542 | $7,079-92.3% | $5,794-90.7% | $11,596-95.3% |