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 | $134,443 | $175,202-23.3% | $149,673-10.2% | $139,434-3.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.10% | 166.71%-151.6pp | 134.42%-119.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $8,696 | $5,474+58.9% | $4,818+80.5% | $4,751+83.0% |
| Participant deferral / active EE | $6,698 | $6,519+2.7% | $5,680+17.9% | $6,710-0.2% |
| Admin fee / account holder | $3,639 | $16,150-77.5% | $13,210-72.4% | $11,403-68.1% |