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 | $110,674 | $148,978-25.7% | $200,582-44.8% | $84,808+30.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 19.00% | 28.16%-9.2pp | 42.33%-23.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $12,718 | $4,815+164.1% | $6,419+98.1% | $2,631+383.4% |
| Participant deferral / active EE | $18,136 | $7,142+153.9% | $9,331+94.4% | $4,212+330.6% |
| Admin fee / account holder | $2,113 | $13,977-84.9% | $16,305-87.0% | $7,344-71.2% |