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 | $133,841 | $100,970+32.6% | $96,576+38.6% | $137,256-2.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.03% | 38.16%-25.1pp | 38.47%-25.4pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,550 | $3,809-33.1% | $3,553-28.2% | $4,156-38.6% |
| Participant deferral / active EE | $11,724 | $8,286+41.5% | $7,956+47.4% | $6,407+83.0% |
| Admin fee / account holder | $585 | $11,312-94.8% | $11,381-94.9% | $12,270-95.2% |