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 | $103,888 | $117,841-11.8% | $102,423+1.4% | $145,922-28.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.72% | 31.65%-17.9pp | 29.32%-15.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,356 | $3,615-34.8% | $3,023-22.1% | $4,660-49.4% |
| Participant deferral / active EE | $7,447 | $5,731+29.9% | $5,053+47.4% | $6,688+11.4% |
| Admin fee / account holder | $35,461 | $13,326+166.1% | $9,451+275.2% | $13,397+164.7% |