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 6-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 | $137,252 | $111,754+22.8% | $103,333+32.8% | $145,922-5.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.15% | 24.77%-10.6pp | 24.88%-10.7pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,998 | $4,212-28.8% | $3,868-22.5% | $4,660-35.7% |
| Participant deferral / active EE | $13,528 | $5,619+140.8% | $5,057+167.5% | $6,688+102.3% |
| Admin fee / account holder | $8,928 | $9,750-8.4% | $8,355+6.9% | $13,397-33.4% |