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 | $109,784 | $100,773+8.9% | $88,946+23.4% | $142,382-22.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.94% | 70.18%-47.2pp | 57.82%-34.9pp | 217.08%-194.1pp |
| Employer contribution / active EE | $13,150 | $2,918+350.7% | $2,555+414.7% | $4,299+205.9% |
| Participant deferral / active EE | $5,700 | $5,230+9.0% | $4,581+24.4% | $6,507-12.4% |
| Admin fee / account holder | $4,943 | $9,693-49.0% | $8,261-40.2% | $12,624-60.8% |