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 | $97,996 | $201,259-51.3% | $184,200-46.8% | $145,959-32.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.51% | 28.98%-7.5pp | 28.80%-7.3pp | 561.95%-540.4pp |
| Employer contribution / active EE | $6,262 | $7,018-10.8% | $6,424-2.5% | $4,661+34.4% |
| Participant deferral / active EE | $13,920 | $9,806+41.9% | $9,132+52.4% | $6,689+108.1% |
| Admin fee / account holder | $772 | $16,372-95.3% | $13,907-94.5% | $13,398-94.2% |