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 | $136,613 | $201,272-32.1% | $184,203-25.8% | $145,922-6.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.51% | 29.00%-13.5pp | 28.81%-13.3pp | 561.29%-545.8pp |
| Employer contribution / active EE | $18,428 | $7,022+162.4% | $6,427+186.7% | $4,660+295.5% |
| Participant deferral / active EE | $7,766 | $9,806-20.8% | $9,131-15.0% | $6,688+16.1% |
| Admin fee / account holder | $430 | $16,364-97.4% | $13,901-96.9% | $13,397-96.8% |