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 10-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 | $137,146 | $127,264+7.8% | $109,895+24.8% | $167,490-18.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 8.61% | 22.97%-14.4pp | 29.45%-20.8pp | 478.56%-469.9pp |
| Employer contribution / active EE | $7,206 | $3,322+116.9% | $2,842+153.5% | $4,837+49.0% |
| Participant deferral / active EE | $2,829 | $4,514-37.3% | $4,048-30.1% | $6,341-55.4% |
| Admin fee / account holder | $685 | $7,114-90.4% | $6,066-88.7% | $12,309-94.4% |