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 | $168,071 | $209,336-19.7% | $197,124-14.7% | $137,256+22.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.07% | 48.09%-26.0pp | 44.34%-22.3pp | 220.34%-198.3pp |
| Employer contribution / active EE | $10,327 | $6,591+56.7% | $6,227+65.8% | $4,156+148.5% |
| Participant deferral / active EE | $15,743 | $9,614+63.7% | $9,135+72.3% | $6,407+145.7% |
| Admin fee / account holder | $339 | $17,308-98.0% | $16,298-97.9% | $12,270-97.2% |