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 | $99,397 | $109,817-9.5% | $98,442+1.0% | $167,490-40.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 20.73% | 1956.69%-1936.0pp | 1492.73%-1472.0pp | 478.56%-457.8pp |
| Employer contribution / active EE | $2,409 | $3,224-25.3% | $2,960-18.6% | $4,837-50.2% |
| Participant deferral / active EE | $4,816 | $4,673+3.1% | $4,276+12.6% | $6,341-24.0% |
| Admin fee / account holder | $1,772 | $6,753-73.8% | $5,949-70.2% | $12,309-85.6% |