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 | $160,458 | $124,281+29.1% | $109,143+47.0% | $167,490-4.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.19% | 26.04%-11.8pp | 25.75%-11.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $10,363 | $4,207+146.3% | $3,722+178.4% | $4,837+114.2% |
| Participant deferral / active EE | $12,933 | $5,255+146.1% | $4,653+178.0% | $6,341+104.0% |
| Admin fee / account holder | $818 | $7,970-89.7% | $6,752-87.9% | $12,309-93.4% |