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 | $106,550 | $100,773+5.7% | $88,946+19.8% | $142,382-25.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.47% | 70.18%-50.7pp | 57.82%-38.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $4,846 | $2,918+66.1% | $2,555+89.7% | $4,299+12.7% |
| Participant deferral / active EE | $6,003 | $5,230+14.8% | $4,581+31.0% | $6,507-7.7% |
| Admin fee / account holder | $569 | $9,693-94.1% | $8,261-93.1% | $12,624-95.5% |