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 | $207,627 | $117,983+76.0% | $101,794+104.0% | $142,382+45.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.27% | 36.92%-20.7pp | 30.53%-14.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $14,582 | $2,773+425.9% | $2,289+537.1% | $4,299+239.2% |
| Participant deferral / active EE | $20,318 | $4,714+331.0% | $4,084+397.5% | $6,507+212.2% |
| Admin fee / account holder | $2,171 | $10,433-79.2% | $8,777-75.3% | $12,624-82.8% |