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 | $219,003 | $157,256+39.3% | $141,162+55.1% | $152,861+43.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 30.12% | 64.32%-34.2pp | 71.39%-41.3pp | 345.32%-315.2pp |
| Employer contribution / active EE | $3,877 | $5,261-26.3% | $4,735-18.1% | $4,762-18.6% |
| Participant deferral / active EE | $7,829 | $7,109+10.1% | $6,709+16.7% | $5,850+33.8% |
| Admin fee / account holder | $5,547 | $12,120-54.2% | $10,261-45.9% | $11,596-52.2% |