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 | $144,197 | $177,572-18.8% | $154,803-6.9% | $142,382+1.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.85% | 65.07%-52.2pp | 58.88%-46.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $13,784 | $4,810+186.5% | $4,305+220.2% | $4,299+220.6% |
| Participant deferral / active EE | $12,848 | $6,272+104.9% | $5,540+131.9% | $6,507+97.4% |
| Admin fee / account holder | $2,020 | $16,786-88.0% | $14,329-85.9% | $12,624-84.0% |