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 | $105,616 | $197,591-46.5% | $177,821-40.6% | $158,922-33.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 26.09% | 58.76%-32.7pp | 48.32%-22.2pp | 302.83%-276.7pp |
| Employer contribution / active EE | $10,997 | $6,697+64.2% | $5,918+85.8% | $4,761+131.0% |
| Participant deferral / active EE | $17,047 | $8,405+102.8% | $7,714+121.0% | $5,982+185.0% |
| Admin fee / account holder | $7,905 | $15,399-48.7% | $12,427-36.4% | $11,246-29.7% |