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 | $138,671 | $157,256-11.8% | $141,162-1.8% | $152,861-9.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.63% | 64.32%-43.7pp | 71.39%-50.8pp | 345.32%-324.7pp |
| Employer contribution / active EE | $4,249 | $5,261-19.2% | $4,735-10.3% | $4,762-10.8% |
| Participant deferral / active EE | $5,104 | $7,109-28.2% | $6,709-23.9% | $5,850-12.8% |
| Admin fee / account holder | $309 | $12,120-97.4% | $10,261-97.0% | $11,596-97.3% |