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 | $132,340 | $172,111-23.1% | $150,298-11.9% | $137,256-3.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.73% | 69.37%-49.6pp | 62.79%-43.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $5,455 | $4,636+17.7% | $4,154+31.3% | $4,156+31.2% |
| Participant deferral / active EE | $7,238 | $6,166+17.4% | $5,453+32.7% | $6,407+13.0% |
| Admin fee / account holder | $310 | $16,471-98.1% | $14,116-97.8% | $12,270-97.5% |