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 | $153,693 | $176,812-13.1% | $146,665+4.8% | $167,490-8.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.77% | 24.03%-13.3pp | 22.74%-12.0pp | 478.56%-467.8pp |
| Employer contribution / active EE | $19,663 | $5,160+281.1% | $4,136+375.4% | $4,837+306.5% |
| Participant deferral / active EE | $15,876 | $6,440+146.5% | $5,506+188.3% | $6,341+150.4% |
| Admin fee / account holder | $2,546 | $13,259-80.8% | $10,280-75.2% | $12,309-79.3% |