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 | $129,198 | $91,190+41.7% | $178,490-27.6% | $79,858+61.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.56% | 24.19%-7.6pp | 151.07%-134.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $3,968 | $3,256+21.9% | $5,011-20.8% | $2,471+60.6% |
| Participant deferral / active EE | $7,843 | $3,236+142.4% | $5,202+50.8% | $3,740+109.7% |
| Admin fee / account holder | $1,040 | $6,751-84.6% | $13,984-92.6% | $5,306-80.4% |