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 | $126,453 | $114,381+10.6% | $107,525+17.6% | $142,382-11.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.29% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,010 | $4,015-49.9% | $3,754-46.5% | $4,299-53.2% |
| Participant deferral / active EE | $15,032 | $5,564+170.2% | $5,116+193.8% | $6,507+131.0% |
| Admin fee / account holder | $2,428 | $9,860-75.4% | $8,919-72.8% | $12,624-80.8% |