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 | $87,585 | $209,411-58.2% | $178,490-50.9% | $158,922-44.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.28% | 188.75%-176.5pp | 151.07%-138.8pp | 302.83%-290.5pp |
| Employer contribution / active EE | $1,240 | $5,706-78.3% | $5,011-75.2% | $4,761-74.0% |
| Participant deferral / active EE | $2,066 | $5,954-65.3% | $5,202-60.3% | $5,982-65.5% |
| Admin fee / account holder | $33,737 | $17,074+97.6% | $13,984+141.3% | $11,246+200.0% |