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 | $123,141 | $111,754+10.2% | $103,333+19.2% | $145,922-15.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.42% | 24.77%-14.4pp | 24.88%-14.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,848 | $4,212-56.1% | $3,868-52.2% | $4,660-60.4% |
| Participant deferral / active EE | $13,737 | $5,619+144.5% | $5,057+171.6% | $6,688+105.4% |
| Admin fee / account holder | $7,163 | $9,750-26.5% | $8,355-14.3% | $13,397-46.5% |