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 | $102,609 | $114,381-10.3% | $107,525-4.6% | $142,382-27.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.41% | 242.71%-224.3pp | 181.32%-162.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,526 | $4,015-12.2% | $3,754-6.1% | $4,299-18.0% |
| Participant deferral / active EE | $11,789 | $5,564+111.9% | $5,116+130.4% | $6,507+81.2% |
| Admin fee / account holder | $588 | $9,860-94.0% | $8,919-93.4% | $12,624-95.3% |