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 6-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 | $98,483 | $95,266+3.4% | $82,389+19.5% | $142,382-30.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 22.31% | 25.74%-3.4pp | 28.67%-6.4pp | 217.08%-194.8pp |
| Employer contribution / active EE | $7,875 | $2,991+163.3% | $2,517+212.9% | $4,299+83.2% |
| Participant deferral / active EE | $11,312 | $4,809+135.2% | $4,155+172.3% | $6,507+73.8% |
| Admin fee / account holder | $1,948 | $8,563-77.3% | $7,231-73.1% | $12,624-84.6% |