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 7-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 | $128,006 | $107,452+19.1% | $91,541+39.8% | $142,382-10.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.06% | 22.06%-11.0pp | 20.50%-9.4pp | 217.08%-206.0pp |
| Employer contribution / active EE | $23,230 | $2,994+675.8% | $2,505+827.5% | $4,299+440.3% |
| Participant deferral / active EE | $12,538 | $4,754+163.7% | $4,008+212.8% | $6,507+92.7% |
| Admin fee / account holder | $2,150 | $8,834-75.7% | $6,956-69.1% | $12,624-83.0% |