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 9-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 | $128,805 | $214,378-39.9% | $200,582-35.8% | $142,382-9.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.55% | 46.41%-29.9pp | 42.33%-25.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $5,693 | $6,841-16.8% | $6,419-11.3% | $4,299+32.4% |
| Participant deferral / active EE | $26,691 | $9,865+170.6% | $9,331+186.0% | $6,507+310.2% |
| Admin fee / account holder | $29,881 | $17,692+68.9% | $16,305+83.3% | $12,624+136.7% |