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 | $129,275 | $125,758+2.8% | $169,993-24.0% | $75,163+72.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.58% | 27.20%-7.6pp | 53.37%-33.8pp | 160.62%-141.0pp |
| Employer contribution / active EE | $15,268 | $4,615+230.8% | $6,785+125.0% | $2,670+471.9% |
| Participant deferral / active EE | $19,934 | $6,837+191.5% | $10,408+91.5% | $4,125+383.2% |
| Admin fee / account holder | $5,660 | $8,173-30.8% | $12,815-55.8% | $5,651+0.2% |