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 | $113,223 | $109,327+3.6% | $89,391+26.7% | $158,922-28.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.70% | 345.68%-329.0pp | 245.62%-228.9pp | 302.83%-286.1pp |
| Employer contribution / active EE | $2,136 | $3,170-32.6% | $2,586-17.4% | $4,761-55.1% |
| Participant deferral / active EE | $15,300 | $4,598+232.7% | $3,890+293.3% | $5,982+155.8% |
| Admin fee / account holder | $829 | $6,153-86.5% | $4,881-83.0% | $11,246-92.6% |