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 | $81,118 | $96,635-16.1% | $86,612-6.3% | $139,434-41.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.72% | 106.41%-91.7pp | 591.07%-576.4pp | 372.94%-358.2pp |
| Employer contribution / active EE | $3,102 | $3,263-4.9% | $3,022+2.6% | $4,751-34.7% |
| Participant deferral / active EE | $9,274 | $4,836+91.8% | $4,438+109.0% | $6,710+38.2% |
| Admin fee / account holder | $4,992 | $6,408-22.1% | $5,614-11.1% | $11,403-56.2% |