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 | $103,765 | $175,202-40.8% | $149,673-30.7% | $139,434-25.6% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 21.08% | 166.71%-145.6pp | 134.42%-113.3pp | 372.94%-351.9pp |
| Employer contribution / active EE | $10,868 | $5,474+98.5% | $4,818+125.6% | $4,751+128.8% |
| Participant deferral / active EE | $12,988 | $6,519+99.2% | $5,680+128.7% | $6,710+93.5% |
| Admin fee / account holder | $7,069 | $16,150-56.2% | $13,210-46.5% | $11,403-38.0% |