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 7-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 | $169,534 | $115,882+46.3% | $100,516+68.7% | $158,922+6.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.55% | 34.79%-16.2pp | 30.89%-12.3pp | 302.83%-284.3pp |
| Employer contribution / active EE | $23,931 | $4,103+483.2% | $3,418+600.2% | $4,761+402.6% |
| Participant deferral / active EE | $13,855 | $6,674+107.6% | $6,270+121.0% | $5,982+131.6% |
| Admin fee / account holder | $1,091 | $10,995-90.1% | $8,081-86.5% | $11,246-90.3% |