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 8-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 | $168,850 | $127,777+32.1% | $106,548+58.5% | $167,490+0.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 9.48% | 33.87%-24.4pp | 26.80%-17.3pp | 478.56%-469.1pp |
| Employer contribution / active EE | $22,676 | $3,427+561.8% | $2,819+704.4% | $4,837+368.8% |
| Participant deferral / active EE | $17,874 | $5,087+251.4% | $4,398+306.4% | $6,341+181.9% |
| Admin fee / account holder | $2,326 | $11,228-79.3% | $7,407-68.6% | $12,309-81.1% |