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 | $122,889 | $117,983+4.2% | $101,794+20.7% | $142,382-13.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.91% | 36.92%-23.0pp | 30.53%-16.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $3,320 | $2,773+19.7% | $2,289+45.0% | $4,299-22.8% |
| Participant deferral / active EE | $16,680 | $4,714+253.9% | $4,084+308.4% | $6,507+156.3% |
| Admin fee / account holder | $962 | $10,433-90.8% | $8,777-89.0% | $12,624-92.4% |