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 | $129,330 | $106,749+21.2% | $145,433-11.1% | $82,448+56.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 22.83% | 27.59%-4.8pp | 66.58%-43.7pp | 41.64%-18.8pp |
| Employer contribution / active EE | $20,132 | $3,444+484.5% | $4,554+342.0% | $2,551+689.2% |
| Participant deferral / active EE | $16,698 | $6,519+156.2% | $7,897+111.4% | $4,139+303.4% |
| Admin fee / account holder | $11,118 | $8,390+32.5% | $13,129-15.3% | $7,234+53.7% |