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 | $123,640 | $163,101-24.2% | $136,749-9.6% | $142,382-13.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.06% | 27.54%-7.5pp | 24.33%-4.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $13,539 | $4,117+228.9% | $3,400+298.3% | $4,299+214.9% |
| Participant deferral / active EE | $10,137 | $5,585+81.5% | $4,692+116.1% | $6,507+55.8% |
| Admin fee / account holder | $1,149 | $14,318-92.0% | $11,386-89.9% | $12,624-90.9% |