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 | $135,528 | $127,065+6.7% | $113,168+19.8% | $142,382-4.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.31% | 24.03%-8.7pp | 24.27%-9.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $14,926 | $3,442+333.6% | $2,975+401.7% | $4,299+247.2% |
| Participant deferral / active EE | $11,036 | $5,716+93.1% | $5,107+116.1% | $6,507+69.6% |
| Admin fee / account holder | $728 | $15,736-95.4% | $12,068-94.0% | $12,624-94.2% |