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 7-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 | $116,971 | $69,207+69.0% | $64,056+82.6% | $139,434-16.1% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 31.44% | 45.88%-14.4pp | 33.69%-2.2pp | 372.94%-341.5pp |
| Employer contribution / active EE | $12,761 | $3,182+301.0% | $2,747+364.6% | $4,751+168.6% |
| Participant deferral / active EE | $9,028 | $4,682+92.8% | $3,880+132.7% | $6,710+34.5% |
| Admin fee / account holder | $1,215 | $4,244-71.4% | $3,068-60.4% | $11,403-89.3% |