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 | $114,158 | $176,812-35.4% | $146,665-22.2% | $167,490-31.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.62% | 24.03%-10.4pp | 22.74%-9.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $11,050 | $5,160+114.1% | $4,136+167.1% | $4,837+128.4% |
| Participant deferral / active EE | $12,561 | $6,440+95.1% | $5,506+128.1% | $6,341+98.1% |
| Admin fee / account holder | $1,346 | $13,259-89.9% | $10,280-86.9% | $12,309-89.1% |