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 | $88,860 | $165,335-46.3% | $149,696-40.6% | $158,922-44.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.38% | 348.15%-320.8pp | 276.60%-249.2pp | 302.83%-275.4pp |
| Employer contribution / active EE | $15,617 | $5,103+206.0% | $4,644+236.3% | $4,761+228.0% |
| Participant deferral / active EE | $9,750 | $7,181+35.8% | $6,842+42.5% | $5,982+63.0% |
| Admin fee / account holder | $662 | $10,807-93.9% | $9,309-92.9% | $11,246-94.1% |