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 | $187,557 | $214,378-12.5% | $200,582-6.5% | $142,382+31.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.05% | 46.41%-29.4pp | 42.33%-25.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $17,450 | $6,841+155.1% | $6,419+171.9% | $4,299+305.9% |
| Participant deferral / active EE | $21,328 | $9,865+116.2% | $9,331+128.6% | $6,507+227.8% |
| Admin fee / account holder | $12,132 | $17,692-31.4% | $16,305-25.6% | $12,624-3.9% |