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 | $115,625 | $100,773+14.7% | $88,946+30.0% | $142,382-18.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.42% | 70.18%-52.8pp | 57.82%-40.4pp | 217.08%-199.7pp |
| Employer contribution / active EE | $9,339 | $2,918+220.1% | $2,555+265.5% | $4,299+117.2% |
| Participant deferral / active EE | $8,855 | $5,230+69.3% | $4,581+93.3% | $6,507+36.1% |
| Admin fee / account holder | $10,922 | $9,693+12.7% | $8,261+32.2% | $12,624-13.5% |