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 8-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 | $179,547 | $117,983+52.2% | $101,794+76.4% | $142,382+26.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 12.09% | 36.92%-24.8pp | 30.53%-18.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $6,390 | $2,773+130.5% | $2,289+179.2% | $4,299+48.6% |
| Participant deferral / active EE | $21,007 | $4,714+345.7% | $4,084+414.4% | $6,507+222.8% |
| Admin fee / account holder | $71,171 | $10,433+582.1% | $8,777+710.9% | $12,624+463.8% |