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 | $102,305 | $176,812-42.1% | $146,665-30.2% | $167,490-38.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.11% | 24.03%-5.9pp | 22.74%-4.6pp | 478.56%-460.4pp |
| Employer contribution / active EE | $19,761 | $5,160+283.0% | $4,136+377.7% | $4,837+308.5% |
| Participant deferral / active EE | $14,748 | $6,440+129.0% | $5,506+167.9% | $6,341+132.6% |
| Admin fee / account holder | $991 | $13,259-92.5% | $10,280-90.4% | $12,309-91.9% |