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 | $108,143 | $228,332-52.6% | $185,823-41.8% | $158,922-32.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 21.33% | 40.80%-19.5pp | 35.95%-14.6pp | 302.83%-281.5pp |
| Employer contribution / active EE | $17,462 | $4,967+251.6% | $4,087+327.2% | $4,761+266.8% |
| Participant deferral / active EE | $18,200 | $6,415+183.7% | $5,632+223.2% | $5,982+204.2% |
| Admin fee / account holder | $875 | $11,864-92.6% | $9,500-90.8% | $11,246-92.2% |