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 | $190,212 | $117,983+61.2% | $101,794+86.9% | $142,382+33.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.15% | 36.92%-20.8pp | 30.53%-14.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,385 | $2,773+22.1% | $2,289+47.9% | $4,299-21.3% |
| Participant deferral / active EE | $9,837 | $4,714+108.7% | $4,084+140.9% | $6,507+51.2% |
| Admin fee / account holder | $1,867 | $10,433-82.1% | $8,777-78.7% | $12,624-85.2% |