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 | $124,652 | $114,381+9.0% | $107,525+15.9% | $142,382-12.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.78% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,775 | $4,015-6.0% | $3,754+0.6% | $4,299-12.2% |
| Participant deferral / active EE | $7,021 | $5,564+26.2% | $5,116+37.2% | $6,507+7.9% |
| Admin fee / account holder | $30,944 | $9,860+213.8% | $8,919+247.0% | $12,624+145.1% |