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 | $105,364 | $165,335-36.3% | $149,696-29.6% | $158,922-33.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.40% | 348.15%-330.8pp | 276.60%-259.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,528 | $5,103-50.5% | $4,644-45.6% | $4,761-46.9% |
| Participant deferral / active EE | $8,731 | $7,181+21.6% | $6,842+27.6% | $5,982+45.9% |
| Admin fee / account holder | $812 | $10,807-92.5% | $9,309-91.3% | $11,246-92.8% |