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 | $126,334 | $158,398-20.2% | $126,539-0.2% | $142,382-11.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.46% | 593.76%-580.3pp | 425.95%-412.5pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,915 | $4,650-37.3% | $3,674-20.7% | $4,299-32.2% |
| Participant deferral / active EE | $5,867 | $4,767+23.1% | $4,083+43.7% | $6,507-9.8% |
| Admin fee / account holder | $2,910 | $6,918-57.9% | $6,065-52.0% | $12,624-76.9% |