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 | $106,662 | $162,781-34.5% | $133,956-20.4% | $158,922-32.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.58% | 41.94%-25.4pp | 45.09%-28.5pp | 302.83%-286.2pp |
| Employer contribution / active EE | $22,756 | $4,975+357.4% | $3,919+480.7% | $4,761+377.9% |
| Participant deferral / active EE | $14,274 | $5,911+141.5% | $5,048+182.8% | $5,982+138.6% |
| Admin fee / account holder | $1,379 | $11,736-88.3% | $8,927-84.6% | $11,246-87.7% |