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 | $105,920 | $214,378-50.6% | $200,582-47.2% | $142,382-25.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.73% | 46.41%-24.7pp | 42.33%-20.6pp | 217.08%-195.3pp |
| Employer contribution / active EE | $5,562 | $6,841-18.7% | $6,419-13.4% | $4,299+29.4% |
| Participant deferral / active EE | $21,400 | $9,865+116.9% | $9,331+129.3% | $6,507+228.9% |
| Admin fee / account holder | $23,200 | $17,692+31.1% | $16,305+42.3% | $12,624+83.8% |