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 6-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 | $193,328 | $197,591-2.2% | $177,821+8.7% | $158,922+21.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 58.76%-58.8pp | 48.32%-48.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $11,696 | $6,697+74.6% | $5,918+97.6% | $4,761+145.7% |
| Participant deferral / active EE | $8,793 | $8,405+4.6% | $7,714+14.0% | $5,982+47.0% |
| Admin fee / account holder | $7,173 | $15,399-53.4% | $12,427-42.3% | $11,246-36.2% |