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 8-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 | $131,086 | $159,602-17.9% | $150,045-12.6% | $142,382-7.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 38.87% | 70.24%-31.4pp | 62.55%-23.7pp | 217.08%-178.2pp |
| Employer contribution / active EE | $32,737 | $4,961+560.0% | $4,693+597.6% | $4,299+661.5% |
| Participant deferral / active EE | $17,924 | $8,310+115.7% | $7,997+124.1% | $6,507+175.4% |
| Admin fee / account holder | $11,349 | $14,846-23.6% | $13,435-15.5% | $12,624-10.1% |