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 | $175,946 | $201,272-12.6% | $184,203-4.5% | $145,922+20.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.29% | 29.00%-15.7pp | 28.81%-15.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $24,697 | $7,022+251.7% | $6,427+284.3% | $4,660+430.0% |
| Participant deferral / active EE | $34,713 | $9,806+254.0% | $9,131+280.1% | $6,688+419.0% |
| Admin fee / account holder | $3,413 | $16,364-79.1% | $13,901-75.4% | $13,397-74.5% |