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 3-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 | $118,339 | $154,228-23.3% | $145,433-18.6% | $137,256-13.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.91% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $9,213 | $4,804+91.8% | $4,554+102.3% | $4,156+121.7% |
| Participant deferral / active EE | $33,375 | $8,216+306.2% | $7,897+322.6% | $6,407+420.9% |
| Admin fee / account holder | $22,962 | $14,344+60.1% | $13,129+74.9% | $12,270+87.1% |