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 | $100,566 | $95,266+5.6% | $82,389+22.1% | $142,382-29.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 14.30% | 25.74%-11.4pp | 28.67%-14.4pp | 217.08%-202.8pp |
| Employer contribution / active EE | $4,154 | $2,991+38.9% | $2,517+65.0% | $4,299-3.4% |
| Participant deferral / active EE | $6,231 | $4,809+29.6% | $4,155+50.0% | $6,507-4.2% |
| Admin fee / account holder | $578 | $8,563-93.3% | $7,231-92.0% | $12,624-95.4% |