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 6-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 | $107,110 | $114,381-6.4% | $107,525-0.4% | $142,382-24.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.78% | 242.71%-223.9pp | 181.32%-162.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $6,157 | $4,015+53.4% | $3,754+64.0% | $4,299+43.2% |
| Participant deferral / active EE | $14,935 | $5,564+168.4% | $5,116+191.9% | $6,507+129.5% |
| Admin fee / account holder | $1,435 | $9,860-85.4% | $8,919-83.9% | $12,624-88.6% |