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 | $87,982 | $109,413-19.6% | $156,263-43.7% | $84,808+3.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 22.19% | 20.18%+2.0pp | 59.47%-37.3pp | 40.90%-18.7pp |
| Employer contribution / active EE | $1,714 | $2,907-41.1% | $4,333-60.5% | $2,631-34.9% |
| Participant deferral / active EE | $16,878 | $4,590+267.7% | $6,158+174.1% | $4,212+300.7% |
| Admin fee / account holder | $17,625 | $9,357+88.4% | $14,255+23.6% | $7,344+140.0% |