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 | $123,974 | $197,591-37.3% | $177,821-30.3% | $158,922-22.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 27.04% | 58.76%-31.7pp | 48.32%-21.3pp | 302.83%-275.8pp |
| Employer contribution / active EE | $4,880 | $6,697-27.1% | $5,918-17.5% | $4,761+2.5% |
| Participant deferral / active EE | $17,219 | $8,405+104.9% | $7,714+123.2% | $5,982+187.8% |
| Admin fee / account holder | $663 | $15,399-95.7% | $12,427-94.7% | $11,246-94.1% |