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 6-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 | $89,608 | $214,378-58.2% | $200,582-55.3% | $142,382-37.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.29% | 46.41%-27.1pp | 42.33%-23.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,968 | $6,841-56.6% | $6,419-53.8% | $4,299-31.0% |
| Participant deferral / active EE | $8,480 | $9,865-14.0% | $9,331-9.1% | $6,507+30.3% |
| Admin fee / account holder | $895 | $17,692-94.9% | $16,305-94.5% | $12,624-92.9% |