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 6-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 | $69,170 | $72,071-4.0% | $68,368+1.2% | $137,256-49.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.16% | 353.14%-339.0pp | 292.57%-278.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $4,355 | $2,788+56.2% | $2,649+64.4% | $4,156+4.8% |
| Participant deferral / active EE | $8,112 | $4,410+83.9% | $4,123+96.8% | $6,407+26.6% |
| Admin fee / account holder | $8,543 | $5,336+60.1% | $5,150+65.9% | $12,270-30.4% |