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 | $154,806 | $176,812-12.4% | $146,665+5.6% | $167,490-7.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.12% | 24.03%-6.9pp | 22.74%-5.6pp | 478.56%-461.4pp |
| Employer contribution / active EE | $11,071 | $5,160+114.6% | $4,136+167.7% | $4,837+128.9% |
| Participant deferral / active EE | $20,300 | $6,440+215.2% | $5,506+268.7% | $6,341+220.1% |
| Admin fee / account holder | $17,355 | $13,259+30.9% | $10,280+68.8% | $12,309+41.0% |