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 | $114,270 | $102,616+11.4% | $81,983+39.4% | $158,922-28.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 36.20% | 61.04%-24.8pp | 41.31%-5.1pp | 302.83%-266.6pp |
| Employer contribution / active EE | $8,122 | $3,240+150.7% | $2,498+225.1% | $4,761+70.6% |
| Participant deferral / active EE | $5,112 | $4,648+10.0% | $3,722+37.3% | $5,982-14.6% |
| Admin fee / account holder | $516 | $8,235-93.7% | $5,664-90.9% | $11,246-95.4% |