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 | $114,871 | $117,983-2.6% | $101,794+12.8% | $142,382-19.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.35% | 36.92%-20.6pp | 30.53%-14.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $5,873 | $2,773+111.8% | $2,289+156.6% | $4,299+36.6% |
| Participant deferral / active EE | $5,873 | $4,714+24.6% | $4,084+43.8% | $6,507-9.7% |
| Admin fee / account holder | $506 | $10,433-95.1% | $8,777-94.2% | $12,624-96.0% |