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 | $209,801 | $217,402-3.5% | $185,823+12.9% | $167,490+25.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.55% | 148.36%-130.8pp | 122.05%-104.5pp | 478.56%-461.0pp |
| Employer contribution / active EE | $8,233 | $5,873+40.2% | $5,167+59.3% | $4,837+70.2% |
| Participant deferral / active EE | $7,681 | $6,356+20.8% | $5,568+38.0% | $6,341+21.1% |
| Admin fee / account holder | $6,656 | $19,811-66.4% | $16,237-59.0% | $12,309-45.9% |