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 8-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 | $140,734 | $138,347+1.7% | $184,203-23.6% | $80,856+74.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 25.71% | 20.02%+5.7pp | 28.81%-3.1pp | 35.59%-9.9pp |
| Employer contribution / active EE | $24,673 | $4,850+408.7% | $6,427+283.9% | $2,755+795.6% |
| Participant deferral / active EE | $5,921 | $7,071-16.3% | $9,131-35.2% | $4,296+37.8% |
| Admin fee / account holder | $4,634 | $10,483-55.8% | $13,901-66.7% | $6,918-33.0% |