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 9-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 | $154,615 | $117,983+31.0% | $101,794+51.9% | $142,382+8.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.70% | 36.92%-21.2pp | 30.53%-14.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $7,353 | $2,773+165.2% | $2,289+221.3% | $4,299+71.0% |
| Participant deferral / active EE | $6,016 | $4,714+27.6% | $4,084+47.3% | $6,507-7.5% |
| Admin fee / account holder | $6,322 | $10,433-39.4% | $8,777-28.0% | $12,624-49.9% |