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 | $159,420 | $214,378-25.6% | $200,582-20.5% | $142,382+12.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.99% | 46.41%-28.4pp | 42.33%-24.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $20,246 | $6,841+195.9% | $6,419+215.4% | $4,299+370.9% |
| Participant deferral / active EE | $8,019 | $9,865-18.7% | $9,331-14.1% | $6,507+23.2% |
| Admin fee / account holder | $1,691 | $17,692-90.4% | $16,305-89.6% | $12,624-86.6% |