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 6-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 | $118,618 | $87,166+36.1% | $76,735+54.6% | $137,256-13.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 15.09% | 26.50%-11.4pp | 29.77%-14.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,797 | $2,904-3.7% | $2,454+13.9% | $4,156-32.7% |
| Participant deferral / active EE | $8,264 | $4,726+74.9% | $4,088+102.2% | $6,407+29.0% |
| Admin fee / account holder | $19,955 | $8,403+137.5% | $7,189+177.6% | $12,270+62.6% |