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 9-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 | $121,029 | $81,632+48.3% | $70,449+71.8% | $158,922-23.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 5.40% | 208.40%-203.0pp | 109.03%-103.6pp | 302.83%-297.4pp |
| Employer contribution / active EE | $4,512 | $3,217+40.2% | $2,737+64.9% | $4,761-5.2% |
| Participant deferral / active EE | $26,000 | $4,554+471.0% | $3,709+601.1% | $5,982+334.6% |
| Admin fee / account holder | $5,119 | $6,193-17.3% | $3,845+33.1% | $11,246-54.5% |