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 | $107,173 | $111,814-4.2% | $103,374+3.7% | $145,959-26.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.29% | 24.77%-14.5pp | 24.89%-14.6pp | 561.95%-551.7pp |
| Employer contribution / active EE | $12,687 | $4,214+201.1% | $3,869+227.9% | $4,661+172.2% |
| Participant deferral / active EE | $7,977 | $5,618+42.0% | $5,058+57.7% | $6,689+19.3% |
| Admin fee / account holder | $1,433 | $9,754-85.3% | $8,394-82.9% | $13,398-89.3% |