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 | $98,556 | $101,618-3.0% | $93,063+5.9% | $137,256-28.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 18.03% | 223.95%-205.9pp | 34.15%-16.1pp | 220.34%-202.3pp |
| Employer contribution / active EE | $4,315 | $2,707+59.4% | $2,476+74.3% | $4,156+3.8% |
| Participant deferral / active EE | $7,892 | $4,279+84.4% | $3,958+99.4% | $6,407+23.2% |
| Admin fee / account holder | $6,963 | $6,198+12.3% | $6,033+15.4% | $12,270-43.3% |