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 | $145,462 | $110,257+31.9% | $96,544+50.7% | $139,434+4.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.49% | 26.32%-9.8pp | 25.84%-9.3pp | 372.94%-356.4pp |
| Employer contribution / active EE | $7,246 | $3,620+100.2% | $2,965+144.4% | $4,751+52.5% |
| Participant deferral / active EE | $7,189 | $5,548+29.6% | $4,851+48.2% | $6,710+7.1% |
| Admin fee / account holder | $1,464 | $11,591-87.4% | $8,252-82.3% | $11,403-87.2% |