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 3-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 | $115,725 | $127,065-8.9% | $113,168+2.3% | $142,382-18.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.64% | 24.03%-7.4pp | 24.27%-7.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,134 | $3,442-8.9% | $2,975+5.3% | $4,299-27.1% |
| Participant deferral / active EE | $15,856 | $5,716+177.4% | $5,107+210.5% | $6,507+143.7% |
| Admin fee / account holder | $687 | $15,736-95.6% | $12,068-94.3% | $12,624-94.6% |