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 | $109,520 | $110,502-0.9% | $80,716+35.7% | $167,490-34.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 8.24% | 120.54%-112.3pp | 87.28%-79.0pp | 478.56%-470.3pp |
| Employer contribution / active EE | $1,747 | $1,543+13.3% | $1,160+50.6% | $4,837-63.9% |
| Participant deferral / active EE | $6,101 | $2,871+112.5% | $2,146+184.3% | $6,341-3.8% |
| Admin fee / account holder | $1,468 | $4,545-67.7% | $3,380-56.6% | $12,309-88.1% |