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 | $154,228-15.0% | $145,433-9.9% | $137,256-4.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 38.87% | 74.59%-35.7pp | 66.58%-27.7pp | 220.34%-181.5pp |
| Employer contribution / active EE | $32,737 | $4,804+581.5% | $4,554+618.8% | $4,156+687.7% |
| Participant deferral / active EE | $17,924 | $8,216+118.1% | $7,897+127.0% | $6,407+179.8% |
| Admin fee / account holder | $11,349 | $14,344-20.9% | $13,129-13.6% | $12,270-7.5% |