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 | $151,710 | $111,814+35.7% | $103,374+46.8% | $145,959+3.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.23% | 24.77%-6.5pp | 24.89%-6.7pp | 561.95%-543.7pp |
| Employer contribution / active EE | $9,511 | $4,214+125.7% | $3,869+145.8% | $4,661+104.1% |
| Participant deferral / active EE | $7,119 | $5,618+26.7% | $5,058+40.8% | $6,689+6.4% |
| Admin fee / account holder | $1,403 | $9,754-85.6% | $8,394-83.3% | $13,398-89.5% |