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 | $86,827 | $156,846-44.6% | $121,098-28.3% | $139,434-37.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.63% | 1474.56%-1454.9pp | 985.75%-966.1pp | 372.94%-353.3pp |
| Employer contribution / active EE | $4,693 | $5,536-15.2% | $4,164+12.7% | $4,751-1.2% |
| Participant deferral / active EE | $8,184 | $4,844+68.9% | $4,080+100.6% | $6,710+22.0% |
| Admin fee / account holder | $903 | $6,946-87.0% | $5,644-84.0% | $11,403-92.1% |