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 | $105,033 | $102,616+2.4% | $81,983+28.1% | $158,922-33.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 11.03% | 61.04%-50.0pp | 41.31%-30.3pp | 302.83%-291.8pp |
| Employer contribution / active EE | $8,755 | $3,240+170.2% | $2,498+250.5% | $4,761+83.9% |
| Participant deferral / active EE | $3,666 | $4,648-21.1% | $3,722-1.5% | $5,982-38.7% |
| Admin fee / account holder | $952 | $8,235-88.4% | $5,664-83.2% | $11,246-91.5% |