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 | $128,063 | $100,773+27.1% | $88,946+44.0% | $142,382-10.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.53% | 70.18%-51.6pp | 57.82%-39.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $14,399 | $2,918+393.5% | $2,555+463.6% | $4,299+234.9% |
| Participant deferral / active EE | $9,730 | $5,230+86.0% | $4,581+112.4% | $6,507+49.5% |
| Admin fee / account holder | $2,321 | $9,693-76.1% | $8,261-71.9% | $12,624-81.6% |