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 | $127,186 | $106,515+19.4% | $96,683+31.5% | $139,434-8.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.17% | 38.43%-17.3pp | 35.69%-14.5pp | 372.94%-351.8pp |
| Employer contribution / active EE | $9,435 | $4,103+130.0% | $3,737+152.5% | $4,751+98.6% |
| Participant deferral / active EE | $13,952 | $5,454+155.8% | $4,878+186.0% | $6,710+107.9% |
| Admin fee / account holder | $2,587 | $7,877-67.2% | $6,730-61.6% | $11,403-77.3% |