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 | $87,961 | $124,281-29.2% | $109,143-19.4% | $167,490-47.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.98% | 26.04%-11.1pp | 25.75%-10.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $10,243 | $4,207+143.5% | $3,722+175.2% | $4,837+111.7% |
| Participant deferral / active EE | $10,718 | $5,255+104.0% | $4,653+130.3% | $6,341+69.0% |
| Admin fee / account holder | $5,548 | $7,970-30.4% | $6,752-17.8% | $12,309-54.9% |