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 | $102,507 | $114,381-10.4% | $107,525-4.7% | $142,382-28.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.59% | 242.71%-229.1pp | 181.32%-167.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,600 | $4,015-10.3% | $3,754-4.1% | $4,299-16.3% |
| Participant deferral / active EE | $15,624 | $5,564+180.8% | $5,116+205.4% | $6,507+140.1% |
| Admin fee / account holder | $3,804 | $9,860-61.4% | $8,919-57.3% | $12,624-69.9% |