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 | $158,283 | $114,381+38.4% | $107,525+47.2% | $142,382+11.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.18% | 242.71%-223.5pp | 181.32%-162.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $14,033 | $4,015+249.5% | $3,754+273.9% | $4,299+226.4% |
| Participant deferral / active EE | $15,634 | $5,564+181.0% | $5,116+205.6% | $6,507+140.3% |
| Admin fee / account holder | $2,664 | $9,860-73.0% | $8,919-70.1% | $12,624-78.9% |