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 | $179,933 | $106,584+68.8% | $101,326+77.6% | $142,382+26.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.24% | 36.93%-23.7pp | 36.82%-23.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $46,686 | $3,956+1080.2% | $3,665+1173.7% | $4,299+985.9% |
| Participant deferral / active EE | $36,229 | $8,297+336.6% | $7,994+353.2% | $6,507+456.8% |
| Admin fee / account holder | $1,940 | $11,446-83.1% | $11,185-82.7% | $12,624-84.6% |