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 | $177,146 | $201,259-12.0% | $184,200-3.8% | $145,959+21.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.44% | 28.98%-15.5pp | 28.80%-15.4pp | 561.95%-548.5pp |
| Employer contribution / active EE | $16,461 | $7,018+134.6% | $6,424+156.2% | $4,661+253.2% |
| Participant deferral / active EE | $9,878 | $9,806+0.7% | $9,132+8.2% | $6,689+47.7% |
| Admin fee / account holder | $6,438 | $16,372-60.7% | $13,907-53.7% | $13,398-51.9% |