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 | $194,575 | $127,065+53.1% | $113,168+71.9% | $142,382+36.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.21% | 24.03%-5.8pp | 24.27%-6.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,834 | $3,442-46.7% | $2,975-38.4% | $4,299-57.4% |
| Participant deferral / active EE | $15,996 | $5,716+179.8% | $5,107+213.2% | $6,507+145.8% |
| Admin fee / account holder | $1,245 | $15,736-92.1% | $12,068-89.7% | $12,624-90.1% |