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 7-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 | $109,964 | $111,535-1.4% | $105,223+4.5% | $137,256-19.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 37.47% | 237.85%-200.4pp | 180.65%-143.2pp | 220.34%-182.9pp |
| Employer contribution / active EE | $3,777 | $3,939-4.1% | $3,689+2.4% | $4,156-9.1% |
| Participant deferral / active EE | $12,786 | $5,500+132.5% | $5,072+152.1% | $6,407+99.6% |
| Admin fee / account holder | $488 | $9,721-95.0% | $8,859-94.5% | $12,270-96.0% |