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 | $34,785 | $115,770-70.0% | $101,248-65.6% | $158,922-78.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 105.54% | 56.14%+49.4pp | 46.47%+59.1pp | 302.83%-197.3pp |
| Employer contribution / active EE | $4,135 | $4,175-0.9% | $3,660+13.0% | $4,761-13.1% |
| Participant deferral / active EE | $7,114 | $4,957+43.5% | $4,370+62.8% | $5,982+18.9% |
| Admin fee / account holder | $8,269 | $7,245+14.1% | $5,945+39.1% | $11,246-26.5% |