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 | $117,716 | $81,632+44.2% | $70,449+67.1% | $158,922-25.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 20.31% | 208.40%-188.1pp | 109.03%-88.7pp | 302.83%-282.5pp |
| Employer contribution / active EE | $2,896 | $3,217-10.0% | $2,737+5.8% | $4,761-39.2% |
| Participant deferral / active EE | $19,500 | $4,554+328.2% | $3,709+425.8% | $5,982+226.0% |
| Admin fee / account holder | $1,091 | $6,193-82.4% | $3,845-71.6% | $11,246-90.3% |