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 | $134,610 | $201,272-33.1% | $184,203-26.9% | $145,922-7.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.68% | 29.00%-16.3pp | 28.81%-16.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $13,724 | $7,022+95.4% | $6,427+113.5% | $4,660+194.5% |
| Participant deferral / active EE | $20,921 | $9,806+113.3% | $9,131+129.1% | $6,688+212.8% |
| Admin fee / account holder | $35,145 | $16,364+114.8% | $13,901+152.8% | $13,397+162.3% |