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 | $165,382 | $117,983+40.2% | $101,794+62.5% | $142,382+16.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.41% | 36.92%-20.5pp | 30.53%-14.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $10,280 | $2,773+270.7% | $2,289+349.1% | $4,299+139.1% |
| Participant deferral / active EE | $7,051 | $4,714+49.6% | $4,084+72.7% | $6,507+8.4% |
| Admin fee / account holder | $6,509 | $10,433-37.6% | $8,777-25.8% | $12,624-48.4% |