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 | $82,171 | $127,065-35.3% | $113,168-27.4% | $142,382-42.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.86% | 24.03%-9.2pp | 24.27%-9.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $9,865 | $3,442+186.6% | $2,975+231.6% | $4,299+129.5% |
| Participant deferral / active EE | $7,600 | $5,716+33.0% | $5,107+48.8% | $6,507+16.8% |
| Admin fee / account holder | $630 | $15,736-96.0% | $12,068-94.8% | $12,624-95.0% |