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 | $112,417 | $157,256-28.5% | $141,162-20.4% | $152,861-26.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.04% | 64.32%-48.3pp | 71.39%-55.3pp | 345.32%-329.3pp |
| Employer contribution / active EE | $7,103 | $5,261+35.0% | $4,735+50.0% | $4,762+49.1% |
| Participant deferral / active EE | $4,244 | $7,109-40.3% | $6,709-36.7% | $5,850-27.5% |
| Admin fee / account holder | $2,253 | $12,120-81.4% | $10,261-78.0% | $11,596-80.6% |