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 | $94,154 | $95,266-1.2% | $82,389+14.3% | $142,382-33.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 13.01% | 25.74%-12.7pp | 28.67%-15.7pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,975 | $2,991-0.5% | $2,517+18.2% | $4,299-30.8% |
| Participant deferral / active EE | $12,719 | $4,809+164.5% | $4,155+206.1% | $6,507+95.5% |
| Admin fee / account holder | $3,066 | $8,563-64.2% | $7,231-57.6% | $12,624-75.7% |