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 | $120,482 | $106,515+13.1% | $96,683+24.6% | $139,434-13.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.66% | 38.43%-16.8pp | 35.69%-14.0pp | 372.94%-351.3pp |
| Employer contribution / active EE | $10,297 | $4,103+151.0% | $3,737+175.6% | $4,751+116.7% |
| Participant deferral / active EE | $10,408 | $5,454+90.8% | $4,878+113.3% | $6,710+55.1% |
| Admin fee / account holder | $571 | $7,877-92.7% | $6,730-91.5% | $11,403-95.0% |