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 | $86,498 | $165,335-47.7% | $149,696-42.2% | $158,922-45.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.85% | 348.15%-323.3pp | 276.60%-251.8pp | 302.83%-278.0pp |
| Employer contribution / active EE | $2,301 | $5,103-54.9% | $4,644-50.5% | $4,761-51.7% |
| Participant deferral / active EE | $11,800 | $7,181+64.3% | $6,842+72.5% | $5,982+97.3% |
| Admin fee / account holder | $832 | $10,807-92.3% | $9,309-91.1% | $11,246-92.6% |