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 | $153,314 | $124,281+23.4% | $109,143+40.5% | $167,490-8.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.06% | 26.04%-15.0pp | 25.75%-14.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $6,323 | $4,207+50.3% | $3,722+69.9% | $4,837+30.7% |
| Participant deferral / active EE | $7,139 | $5,255+35.8% | $4,653+53.4% | $6,341+12.6% |
| Admin fee / account holder | $711 | $7,970-91.1% | $6,752-89.5% | $12,309-94.2% |