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 | $98,147 | $117,983-16.8% | $101,794-3.6% | $142,382-31.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.63% | 36.92%-19.3pp | 30.53%-12.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $6,011 | $2,773+116.8% | $2,289+162.6% | $4,299+39.8% |
| Participant deferral / active EE | $6,002 | $4,714+27.3% | $4,084+47.0% | $6,507-7.8% |
| Admin fee / account holder | $1,300 | $10,433-87.5% | $8,777-85.2% | $12,624-89.7% |