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 | $93,902 | $158,398-40.7% | $126,539-25.8% | $142,382-34.0% |
| Participation rate | 91.7% | 75.8%+15.9pp | 69.8%+21.8pp | 80.1%+11.5pp |
| Annual return | 26.13% | 593.76%-567.6pp | 425.95%-399.8pp | 217.08%-190.9pp |
| Employer contribution / active EE | $7,205 | $4,650+54.9% | $3,674+96.1% | $4,299+67.6% |
| Participant deferral / active EE | $17,005 | $4,767+256.7% | $4,083+316.5% | $6,507+161.3% |
| Admin fee / account holder | $5,538 | $6,918-20.0% | $6,065-8.7% | $12,624-56.1% |