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 | $140,805 | $154,117-8.6% | $129,995+8.3% | $139,434+1.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.04% | 32.48%-13.4pp | -137.18%+156.2pp | 372.94%-353.9pp |
| Employer contribution / active EE | $10,004 | $5,289+89.1% | $4,320+131.6% | $4,751+110.6% |
| Participant deferral / active EE | $16,376 | $6,710+144.1% | $5,820+181.4% | $6,710+144.1% |
| Admin fee / account holder | $2,332 | $14,007-83.4% | $10,614-78.0% | $11,403-79.6% |