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 3-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 | $138,258 | $177,572-22.1% | $154,803-10.7% | $142,382-2.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.45% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $9,986 | $4,810+107.6% | $4,305+131.9% | $4,299+132.3% |
| Participant deferral / active EE | $24,034 | $6,272+283.2% | $5,540+333.8% | $6,507+269.3% |
| Admin fee / account holder | $22,484 | $16,786+33.9% | $14,329+56.9% | $12,624+78.1% |