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 6-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 | $174,628 | $201,259-13.2% | $184,200-5.2% | $145,959+19.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.09% | 28.98%-10.9pp | 28.80%-10.7pp | 561.95%-543.9pp |
| Employer contribution / active EE | $42,010 | $7,018+498.6% | $6,424+554.0% | $4,661+801.3% |
| Participant deferral / active EE | $19,776 | $9,806+101.7% | $9,132+116.6% | $6,689+195.7% |
| Admin fee / account holder | $20,257 | $16,372+23.7% | $13,907+45.7% | $13,398+51.2% |