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 | $167,410 | $185,822-9.9% | $169,993-1.5% | $139,434+20.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.52% | 60.50%-42.0pp | 53.37%-34.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $4,293 | $7,590-43.4% | $6,785-36.7% | $4,751-9.6% |
| Participant deferral / active EE | $18,285 | $11,622+57.3% | $10,408+75.7% | $6,710+172.5% |
| Admin fee / account holder | $5,406 | $15,381-64.9% | $12,815-57.8% | $11,403-52.6% |