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 | $225,440 | $140,940+60.0% | $112,229+100.9% | $139,434+61.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.24% | 32.71%-21.5pp | 30.20%-19.0pp | 372.94%-361.7pp |
| Employer contribution / active EE | $9,009 | $4,283+110.3% | $3,430+162.6% | $4,751+89.6% |
| Participant deferral / active EE | $8,368 | $5,874+42.5% | $4,798+74.4% | $6,710+24.7% |
| Admin fee / account holder | $3,810 | $9,954-61.7% | $7,748-50.8% | $11,403-66.6% |