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 | $115,049 | $108,919+5.6% | $100,391+14.6% | $145,922-21.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.95% | 57.88%-39.9pp | 49.20%-31.3pp | 561.29%-543.3pp |
| Employer contribution / active EE | $6,900 | $4,419+56.1% | $3,942+75.1% | $4,660+48.1% |
| Participant deferral / active EE | $15,250 | $8,445+80.6% | $8,082+88.7% | $6,688+128.0% |
| Admin fee / account holder | $27,627 | $9,689+185.1% | $7,899+249.7% | $13,397+106.2% |