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 | $104,184 | $179,726-42.0% | $156,263-33.3% | $142,382-26.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.15% | 77.86%-67.7pp | 59.47%-49.3pp | 217.08%-206.9pp |
| Employer contribution / active EE | $6,218 | $5,069+22.7% | $4,333+43.5% | $4,299+44.6% |
| Participant deferral / active EE | $7,115 | $6,956+2.3% | $6,158+15.5% | $6,507+9.3% |
| Admin fee / account holder | $177,066 | $17,272+925.2% | $14,255+1142.2% | $12,624+1302.6% |