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 | $107,795 | $97,125+11.0% | $86,233+25.0% | $137,256-21.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 12.09% | 74.19%-62.1pp | 61.39%-49.3pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,642 | $2,841-7.0% | $2,504+5.5% | $4,156-36.4% |
| Participant deferral / active EE | $8,775 | $5,180+69.4% | $4,559+92.5% | $6,407+37.0% |
| Admin fee / account holder | $16,030 | $9,725+64.8% | $8,342+92.2% | $12,270+30.6% |