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 | $189,198 | $111,754+69.3% | $103,333+83.1% | $145,922+29.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.16% | 24.77%-12.6pp | 24.88%-12.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $30,203 | $4,212+617.0% | $3,868+680.9% | $4,660+548.2% |
| Participant deferral / active EE | $6,678 | $5,619+18.8% | $5,057+32.0% | $6,688-0.2% |
| Admin fee / account holder | $1,492 | $9,750-84.7% | $8,355-82.1% | $13,397-88.9% |