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 | $118,809 | $106,584+11.5% | $101,326+17.3% | $142,382-16.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.49% | 36.93%-19.4pp | 36.82%-19.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $10,495 | $3,956+165.3% | $3,665+186.3% | $4,299+144.1% |
| Participant deferral / active EE | $10,301 | $8,297+24.1% | $7,994+28.9% | $6,507+58.3% |
| Admin fee / account holder | $1,183 | $11,446-89.7% | $11,185-89.4% | $12,624-90.6% |