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 | $40,427 | $162,781-75.2% | $133,956-69.8% | $158,922-74.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 23.16% | 41.94%-18.8pp | 45.09%-21.9pp | 302.83%-279.7pp |
| Employer contribution / active EE | $16,596 | $4,975+233.6% | $3,919+323.5% | $4,761+248.6% |
| Participant deferral / active EE | $12,327 | $5,911+108.5% | $5,048+144.2% | $5,982+106.1% |
| Admin fee / account holder | $428 | $11,736-96.4% | $8,927-95.2% | $11,246-96.2% |