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 8-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 | $78,643 | $74,888+5.0% | $71,209+10.4% | $142,382-44.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.69% | 345.14%-323.5pp | 282.51%-260.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $7,581 | $2,854+165.6% | $2,721+178.6% | $4,299+76.3% |
| Participant deferral / active EE | $11,694 | $4,454+162.5% | $4,175+180.1% | $6,507+79.7% |
| Admin fee / account holder | $3,387 | $5,568-39.2% | $5,349-36.7% | $12,624-73.2% |