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 | $101,415 | $95,266+6.5% | $82,389+23.1% | $142,382-28.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 11.84% | 25.74%-13.9pp | 28.67%-16.8pp | 217.08%-205.2pp |
| Employer contribution / active EE | $3,130 | $2,991+4.6% | $2,517+24.3% | $4,299-27.2% |
| Participant deferral / active EE | $7,517 | $4,809+56.3% | $4,155+80.9% | $6,507+15.5% |
| Admin fee / account holder | $20,783 | $8,563+142.7% | $7,231+187.4% | $12,624+64.6% |