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 | $121,794 | $114,381+6.5% | $107,525+13.3% | $142,382-14.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.02% | 242.71%-225.7pp | 181.32%-164.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,533 | $4,015-36.9% | $3,754-32.5% | $4,299-41.1% |
| Participant deferral / active EE | $11,371 | $5,564+104.4% | $5,116+122.3% | $6,507+74.7% |
| Admin fee / account holder | $9,856 | $9,8600% | $8,919+10.5% | $12,624-21.9% |