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 | $180,786 | $167,484+7.9% | $151,611+19.2% | $134,475+34.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.33% | 7.80%-14.1pp | 3.33%-9.7pp | 417.96%-424.3pp |
| Employer contribution / active EE | $41,500 | $6,829+507.7% | $6,166+573.1% | $4,740+775.6% |
| Participant deferral / active EE | $19,500 | $8,986+117.0% | $8,363+133.2% | $6,400+204.7% |
| Admin fee / account holder | $426 | $13,783-96.9% | $11,616-96.3% | $11,426-96.3% |