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 | $119,828 | $110,261+8.7% | $95,745+25.2% | $139,434-14.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.23% | 27.11%-9.9pp | 28.35%-11.1pp | 372.94%-355.7pp |
| Employer contribution / active EE | $18,100 | $3,257+455.7% | $2,835+538.6% | $4,751+281.0% |
| Participant deferral / active EE | $8,979 | $4,676+92.0% | $4,245+111.5% | $6,710+33.8% |
| Admin fee / account holder | $535 | $6,613-91.9% | $5,678-90.6% | $11,403-95.3% |