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 | $83,698 | $177,572-52.9% | $154,803-45.9% | $142,382-41.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.39% | 65.07%-45.7pp | 58.88%-39.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $7,033 | $4,810+46.2% | $4,305+63.4% | $4,299+63.6% |
| Participant deferral / active EE | $12,261 | $6,272+95.5% | $5,540+121.3% | $6,507+88.4% |
| Admin fee / account holder | $33,085 | $16,786+97.1% | $14,329+130.9% | $12,624+162.1% |