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 | $115,502 | $114,381+1.0% | $107,525+7.4% | $142,382-18.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.05% | 242.71%-226.7pp | 181.32%-165.3pp | 217.08%-201.0pp |
| Employer contribution / active EE | $13,349 | $4,015+232.5% | $3,754+255.6% | $4,299+210.5% |
| Participant deferral / active EE | $6,724 | $5,564+20.8% | $5,116+31.4% | $6,507+3.3% |
| Admin fee / account holder | $723 | $9,860-92.7% | $8,919-91.9% | $12,624-94.3% |