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 | $162,443 | $140,940+15.3% | $112,229+44.7% | $139,434+16.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.27% | 32.71%-10.4pp | 30.20%-7.9pp | 372.94%-350.7pp |
| Employer contribution / active EE | $2,285 | $4,283-46.7% | $3,430-33.4% | $4,751-51.9% |
| Participant deferral / active EE | $13,079 | $5,874+122.7% | $4,798+172.6% | $6,710+94.9% |
| Admin fee / account holder | $699 | $9,954-93.0% | $7,748-91.0% | $11,403-93.9% |