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 | $103,937 | $157,256-33.9% | $141,162-26.4% | $152,861-32.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 30.17% | 64.32%-34.1pp | 71.39%-41.2pp | 345.32%-315.1pp |
| Employer contribution / active EE | $9,523 | $5,261+81.0% | $4,735+101.1% | $4,762+100.0% |
| Participant deferral / active EE | $12,416 | $7,109+74.6% | $6,709+85.1% | $5,850+112.2% |
| Admin fee / account holder | $1,504 | $12,120-87.6% | $10,261-85.3% | $11,596-87.0% |