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 9-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 | $188,644 | $124,281+51.8% | $109,143+72.8% | $167,490+12.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 94.70% | 26.04%+68.7pp | 25.75%+68.9pp | 478.56%-383.9pp |
| Employer contribution / active EE | $3,759 | $4,207-10.6% | $3,722+1.0% | $4,837-22.3% |
| Participant deferral / active EE | $18,067 | $5,255+243.8% | $4,653+288.3% | $6,341+184.9% |
| Admin fee / account holder | $660 | $7,970-91.7% | $6,752-90.2% | $12,309-94.6% |