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 | $193,970 | $185,822+4.4% | $169,993+14.1% | $139,434+39.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.16% | 60.50%-48.3pp | 53.37%-41.2pp | 372.94%-360.8pp |
| Employer contribution / active EE | $4,766 | $7,590-37.2% | $6,785-29.8% | $4,751+0.3% |
| Participant deferral / active EE | $25,265 | $11,622+117.4% | $10,408+142.8% | $6,710+276.5% |
| Admin fee / account holder | $1,146 | $15,381-92.6% | $12,815-91.1% | $11,403-90.0% |