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 | $142,376 | $124,281+14.6% | $109,143+30.4% | $167,490-15.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.47% | 26.04%-12.6pp | 25.75%-12.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $11,581 | $4,207+175.3% | $3,722+211.2% | $4,837+139.4% |
| Participant deferral / active EE | $12,395 | $5,255+135.9% | $4,653+166.4% | $6,341+95.5% |
| Admin fee / account holder | $838 | $7,970-89.5% | $6,752-87.6% | $12,309-93.2% |