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 | $125,916 | $149,734-15.9% | $118,925+5.9% | $158,922-20.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 24.14% | 19.95%+4.2pp | 35.88%-11.7pp | 302.83%-278.7pp |
| Employer contribution / active EE | $2,090 | $4,115-49.2% | $3,263-36.0% | $4,761-56.1% |
| Participant deferral / active EE | $19,295 | $5,223+269.4% | $4,265+352.4% | $5,982+222.5% |
| Admin fee / account holder | $521 | $8,603-93.9% | $6,581-92.1% | $11,246-95.4% |