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 | $98,183 | $201,272-51.2% | $184,203-46.7% | $145,922-32.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 62.23% | 29.00%+33.2pp | 28.81%+33.4pp | 561.29%-499.1pp |
| Employer contribution / active EE | $10,411 | $7,022+48.3% | $6,427+62.0% | $4,660+123.4% |
| Participant deferral / active EE | $7,609 | $9,806-22.4% | $9,131-16.7% | $6,688+13.8% |
| Admin fee / account holder | $9,567 | $16,364-41.5% | $13,901-31.2% | $13,397-28.6% |