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 5-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 | $118,064 | $209,336-43.6% | $197,124-40.1% | $137,256-14.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.25% | 48.09%-30.8pp | 44.34%-27.1pp | 220.34%-203.1pp |
| Employer contribution / active EE | $7,575 | $6,591+14.9% | $6,227+21.6% | $4,156+82.3% |
| Participant deferral / active EE | $12,081 | $9,614+25.7% | $9,135+32.3% | $6,407+88.6% |
| Admin fee / account holder | $15,405 | $17,308-11.0% | $16,298-5.5% | $12,270+25.6% |