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 | $88,886 | $117,983-24.7% | $101,794-12.7% | $142,382-37.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.40% | 36.92%-22.5pp | 30.53%-16.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $8,870 | $2,773+219.9% | $2,289+287.5% | $4,299+106.3% |
| Participant deferral / active EE | $6,373 | $4,714+35.2% | $4,084+56.0% | $6,507-2.1% |
| Admin fee / account holder | $439 | $10,433-95.8% | $8,777-95.0% | $12,624-96.5% |