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 | $125,316 | $102,616+22.1% | $81,983+52.9% | $158,922-21.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 181.51% | 61.04%+120.5pp | 41.31%+140.2pp | 302.83%-121.3pp |
| Employer contribution / active EE | $1,960 | $3,240-39.5% | $2,498-21.6% | $4,761-58.8% |
| Participant deferral / active EE | $5,075 | $4,648+9.2% | $3,722+36.3% | $5,982-15.2% |
| Admin fee / account holder | $8,658 | $8,235+5.1% | $5,664+52.9% | $11,246-23.0% |