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 | $114,130 | $115,882-1.5% | $100,516+13.5% | $158,922-28.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.98% | 34.79%-18.8pp | 30.89%-14.9pp | 302.83%-286.8pp |
| Employer contribution / active EE | $17,894 | $4,103+336.1% | $3,418+423.6% | $4,761+275.8% |
| Participant deferral / active EE | $12,420 | $6,674+86.1% | $6,270+98.1% | $5,982+107.6% |
| Admin fee / account holder | $489 | $10,995-95.6% | $8,081-93.9% | $11,246-95.6% |