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 6-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 | $172,269 | $214,378-19.6% | $200,582-14.1% | $142,382+21.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.81% | 46.41%-29.6pp | 42.33%-25.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $14,517 | $6,841+112.2% | $6,419+126.2% | $4,299+237.7% |
| Participant deferral / active EE | $19,043 | $9,865+93.0% | $9,331+104.1% | $6,507+192.7% |
| Admin fee / account holder | $2,128 | $17,692-88.0% | $16,305-86.9% | $12,624-83.1% |