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 9-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 | $134,117 | $112,096+19.6% | $95,952+39.8% | $158,922-15.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.39% | 171.09%-156.7pp | 91.61%-77.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,740 | $3,198-45.6% | $2,541-31.5% | $4,761-63.5% |
| Participant deferral / active EE | $2,524 | $4,784-47.2% | $4,167-39.4% | $5,982-57.8% |
| Admin fee / account holder | $2,396 | $10,130-76.3% | $6,795-64.7% | $11,246-78.7% |