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 | $57,690 | $197,591-70.8% | $177,821-67.6% | $158,922-63.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 30.15% | 58.76%-28.6pp | 48.32%-18.2pp | 302.83%-272.7pp |
| Employer contribution / active EE | $8,081 | $6,697+20.7% | $5,918+36.5% | $4,761+69.7% |
| Participant deferral / active EE | $15,146 | $8,405+80.2% | $7,714+96.3% | $5,982+153.2% |
| Admin fee / account holder | $28,585 | $15,399+85.6% | $12,427+130.0% | $11,246+154.2% |