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 | $128,515 | $100,970+27.3% | $96,576+33.1% | $137,256-6.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.32% | 38.16%-21.8pp | 38.47%-22.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,527 | $3,809-33.7% | $3,553-28.9% | $4,156-39.2% |
| Participant deferral / active EE | $9,133 | $8,286+10.2% | $7,956+14.8% | $6,407+42.6% |
| Admin fee / account holder | $1,121 | $11,312-90.1% | $11,381-90.1% | $12,270-90.9% |