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 | $103,157 | $114,381-9.8% | $107,525-4.1% | $142,382-27.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.44% | 242.71%-228.3pp | 181.32%-166.9pp | 217.08%-202.6pp |
| Employer contribution / active EE | $9,487 | $4,015+136.3% | $3,754+152.8% | $4,299+120.7% |
| Participant deferral / active EE | $7,752 | $5,564+39.3% | $5,116+51.5% | $6,507+19.1% |
| Admin fee / account holder | $1,256 | $9,860-87.3% | $8,919-85.9% | $12,624-90.0% |