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 | $128,821 | $111,754+15.3% | $103,333+24.7% | $145,922-11.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.68% | 24.77%-11.1pp | 24.88%-11.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,348 | $4,212-44.3% | $3,868-39.3% | $4,660-49.6% |
| Participant deferral / active EE | $17,000 | $5,619+202.6% | $5,057+236.1% | $6,688+154.2% |
| Admin fee / account holder | $5,210 | $9,750-46.6% | $8,355-37.6% | $13,397-61.1% |