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 | $121,506 | $214,378-43.3% | $200,582-39.4% | $142,382-14.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.30% | 46.41%-28.1pp | 42.33%-24.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $7,147 | $6,841+4.5% | $6,419+11.3% | $4,299+66.2% |
| Participant deferral / active EE | $14,644 | $9,865+48.4% | $9,331+56.9% | $6,507+125.0% |
| Admin fee / account holder | $645 | $17,692-96.4% | $16,305-96.0% | $12,624-94.9% |