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 | $87,166+16.3% | $76,735+32.2% | $137,256-26.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 11.84% | 26.50%-14.7pp | 29.77%-17.9pp | 220.34%-208.5pp |
| Employer contribution / active EE | $3,130 | $2,904+7.8% | $2,454+27.5% | $4,156-24.7% |
| Participant deferral / active EE | $7,517 | $4,726+59.0% | $4,088+83.9% | $6,407+17.3% |
| Admin fee / account holder | $20,783 | $8,403+147.3% | $7,189+189.1% | $12,270+69.4% |