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 | $107,818 | $214,378-49.7% | $200,582-46.2% | $142,382-24.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.00% | 46.41%-26.4pp | 42.33%-22.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $4,918 | $6,841-28.1% | $6,419-23.4% | $4,299+14.4% |
| Participant deferral / active EE | $16,579 | $9,865+68.1% | $9,331+77.7% | $6,507+154.8% |
| Admin fee / account holder | $1,382 | $17,692-92.2% | $16,305-91.5% | $12,624-89.1% |