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 | $119,741 | $114,381+4.7% | $107,525+11.4% | $142,382-15.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.72% | 242.71%-228.0pp | 181.32%-166.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $8,623 | $4,015+114.8% | $3,754+129.7% | $4,299+100.6% |
| Participant deferral / active EE | $5,553 | $5,564-0.2% | $5,116+8.5% | $6,507-14.7% |
| Admin fee / account holder | $1,442 | $9,860-85.4% | $8,919-83.8% | $12,624-88.6% |