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 | $236,273 | $179,726+31.5% | $156,263+51.2% | $142,382+65.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.92% | 77.86%-64.9pp | 59.47%-46.5pp | 217.08%-204.2pp |
| Employer contribution / active EE | $3,706 | $5,069-26.9% | $4,333-14.5% | $4,299-13.8% |
| Participant deferral / active EE | $4,499 | $6,956-35.3% | $6,158-26.9% | $6,507-30.9% |
| Admin fee / account holder | $114,500 | $17,272+562.9% | $14,255+703.2% | $12,624+807.0% |