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 | $138,943 | $152,587-8.9% | $125,175+11.0% | $152,861-9.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 34.83% | 54.84%-20.0pp | 43.79%-9.0pp | 345.32%-310.5pp |
| Employer contribution / active EE | $8,412 | $4,946+70.1% | $3,865+117.6% | $4,762+76.6% |
| Participant deferral / active EE | $10,657 | $5,868+81.6% | $4,937+115.9% | $5,850+82.2% |
| Admin fee / account holder | $2,995 | $13,434-77.7% | $9,702-69.1% | $11,596-74.2% |