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 | $121,424 | $183,519-33.8% | $155,509-21.9% | $145,922-16.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.74% | 61.17%-48.4pp | 64.67%-51.9pp | 561.29%-548.5pp |
| Employer contribution / active EE | $5,748 | $5,313+8.2% | $4,672+23.0% | $4,660+23.4% |
| Participant deferral / active EE | $9,755 | $6,462+51.0% | $5,626+73.4% | $6,688+45.9% |
| Admin fee / account holder | $1,673 | $19,313-91.3% | $15,912-89.5% | $13,397-87.5% |