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 | $123,647 | $214,378-42.3% | $200,582-38.4% | $142,382-13.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.32% | 46.41%-26.1pp | 42.33%-22.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $16,042 | $6,841+134.5% | $6,419+149.9% | $4,299+273.2% |
| Participant deferral / active EE | $9,222 | $9,865-6.5% | $9,331-1.2% | $6,507+41.7% |
| Admin fee / account holder | $1,367 | $17,692-92.3% | $16,305-91.6% | $12,624-89.2% |