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 | $163,205 | $159,901+2.1% | $146,958+11.1% | $145,922+11.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.83% | 98.13%-83.3pp | 418.34%-403.5pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,250 | $5,286-57.4% | $4,933-54.4% | $4,660-51.7% |
| Participant deferral / active EE | $12,000 | $8,428+42.4% | $8,070+48.7% | $6,688+79.4% |
| Admin fee / account holder | $1,070 | $15,044-92.9% | $12,998-91.8% | $13,397-92.0% |