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 | $191,937 | $214,378-10.5% | $200,582-4.3% | $142,382+34.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.57% | 46.41%-24.8pp | 42.33%-20.8pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,887 | $6,841-57.8% | $6,419-55.0% | $4,299-32.8% |
| Participant deferral / active EE | $13,202 | $9,865+33.8% | $9,331+41.5% | $6,507+102.9% |
| Admin fee / account holder | $1,143 | $17,692-93.5% | $16,305-93.0% | $12,624-90.9% |