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 | $113,096 | $100,970+12.0% | $96,576+17.1% | $137,256-17.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.12% | 38.16%-18.0pp | 38.47%-18.3pp | 220.34%-200.2pp |
| Employer contribution / active EE | $5,528 | $3,809+45.1% | $3,553+55.6% | $4,156+33.0% |
| Participant deferral / active EE | $18,675 | $8,286+125.4% | $7,956+134.7% | $6,407+191.5% |
| Admin fee / account holder | $1,736 | $11,312-84.7% | $11,381-84.7% | $12,270-85.9% |