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 | $102,245+25.2% | $89,340+43.3% | $137,256-6.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 11.06% | 21.89%-10.8pp | 20.57%-9.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $23,230 | $2,529+818.5% | $2,231+941.1% | $4,156+458.9% |
| Participant deferral / active EE | $12,538 | $4,436+182.6% | $3,823+228.0% | $6,407+95.7% |
| Admin fee / account holder | $2,150 | $8,085-73.4% | $6,704-67.9% | $12,270-82.5% |