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 | $139,883 | $209,336-33.2% | $197,124-29.0% | $137,256+1.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.27% | 48.09%-26.8pp | 44.34%-23.1pp | 220.34%-199.1pp |
| Employer contribution / active EE | $5,400 | $6,591-18.1% | $6,227-13.3% | $4,156+29.9% |
| Participant deferral / active EE | $15,496 | $9,614+61.2% | $9,135+69.6% | $6,407+141.9% |
| Admin fee / account holder | $7,500 | $17,308-56.7% | $16,298-54.0% | $12,270-38.9% |