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 | $114,348 | $127,065-10.0% | $113,168+1.0% | $142,382-19.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.12% | 24.03%-7.9pp | 24.27%-8.1pp | 217.08%-201.0pp |
| Employer contribution / active EE | $23,221 | $3,442+574.6% | $2,975+680.5% | $4,299+440.1% |
| Participant deferral / active EE | $3,096 | $5,716-45.8% | $5,107-39.4% | $6,507-52.4% |
| Admin fee / account holder | $334 | $15,736-97.9% | $12,068-97.2% | $12,624-97.4% |