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 | $139,214 | $209,411-33.5% | $178,490-22.0% | $158,922-12.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.99% | 188.75%-175.8pp | 151.07%-138.1pp | 302.83%-289.8pp |
| Employer contribution / active EE | $2,325 | $5,706-59.3% | $5,011-53.6% | $4,761-51.2% |
| Participant deferral / active EE | $8,624 | $5,954+44.8% | $5,202+65.8% | $5,982+44.2% |
| Admin fee / account holder | $5,712 | $17,074-66.5% | $13,984-59.2% | $11,246-49.2% |