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 | $159,360 | $228,332-30.2% | $185,823-14.2% | $158,922+0.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.53% | 40.80%-25.3pp | 35.95%-20.4pp | 302.83%-287.3pp |
| Employer contribution / active EE | $16,250 | $4,967+227.2% | $4,087+297.6% | $4,761+241.3% |
| Participant deferral / active EE | $26,000 | $6,415+305.3% | $5,632+361.7% | $5,982+334.6% |
| Admin fee / account holder | $1,688 | $11,864-85.8% | $9,500-82.2% | $11,246-85.0% |