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 | $169,542 | $106,515+59.2% | $96,683+75.4% | $139,434+21.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.41% | 38.43%-21.0pp | 35.69%-18.3pp | 372.94%-355.5pp |
| Employer contribution / active EE | $34,152 | $4,103+732.4% | $3,737+813.9% | $4,751+618.9% |
| Participant deferral / active EE | $7,480 | $5,454+37.1% | $4,878+53.3% | $6,710+11.5% |
| Admin fee / account holder | $3,640 | $7,877-53.8% | $6,730-45.9% | $11,403-68.1% |