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 | $152,413 | $114,381+33.2% | $107,525+41.7% | $142,382+7.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.81% | 242.71%-230.9pp | 181.32%-169.5pp | 217.08%-205.3pp |
| Employer contribution / active EE | $12,072 | $4,015+200.7% | $3,754+221.6% | $4,299+180.8% |
| Participant deferral / active EE | $12,857 | $5,564+131.1% | $5,116+151.3% | $6,507+97.6% |
| Admin fee / account holder | $1,712 | $9,860-82.6% | $8,919-80.8% | $12,624-86.4% |