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 | $119,834 | $152,587-21.5% | $125,175-4.3% | $152,861-21.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.66% | 54.84%-34.2pp | 43.79%-23.1pp | 345.32%-324.7pp |
| Employer contribution / active EE | $3,149 | $4,946-36.3% | $3,865-18.5% | $4,762-33.9% |
| Participant deferral / active EE | $11,121 | $5,868+89.5% | $4,937+125.3% | $5,850+90.1% |
| Admin fee / account holder | $22,805 | $13,434+69.8% | $9,702+135.0% | $11,596+96.7% |