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 | $110,710 | $109,982+0.7% | $97,226+13.9% | $145,922-24.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.74% | 242.90%-230.2pp | 75.13%-62.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $7,910 | $3,084+156.5% | $2,729+189.9% | $4,660+69.8% |
| Participant deferral / active EE | $6,333 | $4,676+35.4% | $4,264+48.5% | $6,688-5.3% |
| Admin fee / account holder | $7,412 | $6,221+19.2% | $5,654+31.1% | $13,397-44.7% |