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 | $148,322 | $148,534-0.1% | $135,903+9.1% | $139,434+6.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.77% | 79.19%-56.4pp | 68.23%-45.5pp | 372.94%-350.2pp |
| Employer contribution / active EE | $19,582 | $5,243+273.5% | $4,856+303.2% | $4,751+312.2% |
| Participant deferral / active EE | $13,744 | $8,100+69.7% | $7,758+77.2% | $6,710+104.8% |
| Admin fee / account holder | $1,265 | $12,400-89.8% | $10,762-88.2% | $11,403-88.9% |