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 5-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 | $134,174 | $107,452+24.9% | $91,541+46.6% | $142,382-5.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.04% | 22.06%-7.0pp | 20.50%-5.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $9,624 | $2,994+221.4% | $2,505+284.2% | $4,299+123.9% |
| Participant deferral / active EE | $9,086 | $4,754+91.1% | $4,008+126.7% | $6,507+39.6% |
| Admin fee / account holder | $1,282 | $8,834-85.5% | $6,956-81.6% | $12,624-89.8% |