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 | $115,302 | $100,773+14.4% | $88,946+29.6% | $142,382-19.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.29% | 70.18%-55.9pp | 57.82%-43.5pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,052 | $2,918-29.7% | $2,555-19.7% | $4,299-52.3% |
| Participant deferral / active EE | $2,959 | $5,230-43.4% | $4,581-35.4% | $6,507-54.5% |
| Admin fee / account holder | $40,720 | $9,693+320.1% | $8,261+392.9% | $12,624+222.6% |