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 | $121,691 | $114,381+6.4% | $107,525+13.2% | $142,382-14.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.67% | 242.71%-228.0pp | 181.32%-166.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,818 | $4,015-54.7% | $3,754-51.6% | $4,299-57.7% |
| Participant deferral / active EE | $5,522 | $5,564-0.8% | $5,116+8.0% | $6,507-15.1% |
| Admin fee / account holder | $34,771 | $9,860+252.6% | $8,919+289.9% | $12,624+175.4% |