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 | $116,487 | $180,028-35.3% | $138,135-15.7% | $158,922-26.7% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 16.06% | 21.68%-5.6pp | 20.51%-4.5pp | 302.83%-286.8pp |
| Employer contribution / active EE | $25,972 | $7,470+247.7% | $5,587+364.9% | $4,761+445.5% |
| Participant deferral / active EE | $15,045 | $7,717+94.9% | $6,431+133.9% | $5,982+151.5% |
| Admin fee / account holder | $4,534 | $17,912-74.7% | $11,856-61.8% | $11,246-59.7% |