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 9-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 | $127,691 | $77,419+64.9% | $69,455+83.8% | $152,861-16.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 23.14% | 39.06%-15.9pp | 28.97%-5.8pp | 345.32%-322.2pp |
| Employer contribution / active EE | $8,521 | $3,315+157.0% | $2,779+206.6% | $4,762+78.9% |
| Participant deferral / active EE | $4,836 | $4,414+9.6% | $3,535+36.8% | $5,850-17.3% |
| Admin fee / account holder | $8,137 | $6,207+31.1% | $3,839+111.9% | $11,596-29.8% |