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 | $124,870 | $117,983+5.8% | $101,794+22.7% | $142,382-12.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.36% | 36.92%-18.6pp | 30.53%-12.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $4,596 | $2,773+65.8% | $2,289+100.8% | $4,299+6.9% |
| Participant deferral / active EE | $12,580 | $4,714+166.9% | $4,084+208.0% | $6,507+93.3% |
| Admin fee / account holder | $1,086 | $10,433-89.6% | $8,777-87.6% | $12,624-91.4% |