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 | $86,209 | $111,724-22.8% | $93,606-7.9% | $145,922-40.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.96% | 202.98%-189.0pp | 133.20%-119.2pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,195 | $3,090-61.3% | $2,420-50.6% | $4,660-74.4% |
| Participant deferral / active EE | $7,906 | $4,912+61.0% | $4,411+79.2% | $6,688+18.2% |
| Admin fee / account holder | $12,229 | $10,250+19.3% | $8,285+47.6% | $13,397-8.7% |