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 7-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 | $122,996 | $154,228-20.3% | $145,433-15.4% | $137,256-10.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.89% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $3,593 | $4,804-25.2% | $4,554-21.1% | $4,156-13.6% |
| Participant deferral / active EE | $17,910 | $8,216+118.0% | $7,897+126.8% | $6,407+179.5% |
| Admin fee / account holder | $39,013 | $14,344+172.0% | $13,129+197.2% | $12,270+218.0% |