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 6-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 | $117,789 | $132,634-11.2% | $115,768+1.7% | $137,256-14.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 28.60% | 160.70%-132.1pp | 100.46%-71.9pp | 220.34%-191.7pp |
| Employer contribution / active EE | $9,962 | $3,360+196.5% | $2,940+238.9% | $4,156+139.7% |
| Participant deferral / active EE | $22,594 | $5,619+302.1% | $4,917+359.5% | $6,407+252.7% |
| Admin fee / account holder | $5,492 | $15,028-63.5% | $12,439-55.9% | $12,270-55.2% |