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 5-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 | $141,724 | $106,515+33.1% | $96,683+46.6% | $139,434+1.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.54% | 38.43%-20.9pp | 35.69%-18.1pp | 372.94%-355.4pp |
| Employer contribution / active EE | $21,526 | $4,103+424.7% | $3,737+476.1% | $4,751+353.1% |
| Participant deferral / active EE | $7,798 | $5,454+43.0% | $4,878+59.8% | $6,710+16.2% |
| Admin fee / account holder | $1,066 | $7,877-86.5% | $6,730-84.2% | $11,403-90.7% |