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 | $161,588 | $209,336-22.8% | $197,124-18.0% | $137,256+17.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.79% | 48.09%-26.3pp | 44.34%-22.6pp | 220.34%-198.5pp |
| Employer contribution / active EE | $22,552 | $6,591+242.2% | $6,227+262.1% | $4,156+442.6% |
| Participant deferral / active EE | $24,120 | $9,614+150.9% | $9,135+164.0% | $6,407+276.5% |
| Admin fee / account holder | $1,716 | $17,308-90.1% | $16,298-89.5% | $12,270-86.0% |