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 | $115,286 | $111,754+3.2% | $103,333+11.6% | $145,922-21.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.68% | 24.77%-9.1pp | 24.88%-9.2pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,736 | $4,212-58.8% | $3,868-55.1% | $4,660-62.7% |
| Participant deferral / active EE | $10,129 | $5,619+80.3% | $5,057+100.3% | $6,688+51.5% |
| Admin fee / account holder | $886 | $9,750-90.9% | $8,355-89.4% | $13,397-93.4% |