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 | $153,553 | $177,572-13.5% | $154,803-0.8% | $142,382+7.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.46% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $11,787 | $4,810+145.0% | $4,305+173.8% | $4,299+174.2% |
| Participant deferral / active EE | $7,288 | $6,272+16.2% | $5,540+31.5% | $6,507+12.0% |
| Admin fee / account holder | $819 | $16,786-95.1% | $14,329-94.3% | $12,624-93.5% |