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 9-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 | $125,095 | $127,065-1.6% | $113,168+10.5% | $142,382-12.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.63% | 24.03%-8.4pp | 24.27%-8.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,427 | $3,442-29.5% | $2,975-18.4% | $4,299-43.5% |
| Participant deferral / active EE | $7,171 | $5,716+25.4% | $5,107+40.4% | $6,507+10.2% |
| Admin fee / account holder | $2,274 | $15,736-85.6% | $12,068-81.2% | $12,624-82.0% |