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 | $110,971 | $74,888+48.2% | $71,209+55.8% | $142,382-22.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.71% | 345.14%-326.4pp | 282.51%-263.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,303 | $2,854-54.3% | $2,721-52.1% | $4,299-69.7% |
| Participant deferral / active EE | $11,152 | $4,454+150.4% | $4,175+167.1% | $6,507+71.4% |
| Admin fee / account holder | $3,126 | $5,568-43.9% | $5,349-41.6% | $12,624-75.2% |