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 | $81,490 | $197,591-58.8% | $177,821-54.2% | $158,922-48.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.82% | 58.76%-40.9pp | 48.32%-30.5pp | 302.83%-285.0pp |
| Employer contribution / active EE | $13,591 | $6,697+102.9% | $5,918+129.6% | $4,761+185.5% |
| Participant deferral / active EE | $13,828 | $8,405+64.5% | $7,714+79.3% | $5,982+131.1% |
| Admin fee / account holder | $18,310 | $15,399+18.9% | $12,427+47.3% | $11,246+62.8% |