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 | $118,284 | $127,065-6.9% | $113,168+4.5% | $142,382-16.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.01% | 24.03%-6.0pp | 24.27%-6.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $8,438 | $3,442+145.1% | $2,975+183.6% | $4,299+96.3% |
| Participant deferral / active EE | $5,368 | $5,716-6.1% | $5,107+5.1% | $6,507-17.5% |
| Admin fee / account holder | $2,194 | $15,736-86.1% | $12,068-81.8% | $12,624-82.6% |