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 | $178,150 | $115,882+53.7% | $100,516+77.2% | $158,922+12.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.36% | 34.79%-20.4pp | 30.89%-16.5pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,760 | $4,103-32.7% | $3,418-19.2% | $4,761-42.0% |
| Participant deferral / active EE | $7,115 | $6,674+6.6% | $6,270+13.5% | $5,982+18.9% |
| Admin fee / account holder | $1,428 | $10,995-87.0% | $8,081-82.3% | $11,246-87.3% |