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 | $192,471 | $124,281+54.9% | $109,143+76.3% | $167,490+14.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.55% | 26.04%-9.5pp | 25.75%-9.2pp | 478.56%-462.0pp |
| Employer contribution / active EE | $5,973 | $4,207+42.0% | $3,722+60.5% | $4,837+23.5% |
| Participant deferral / active EE | $10,000 | $5,255+90.3% | $4,653+114.9% | $6,341+57.7% |
| Admin fee / account holder | $1,574 | $7,970-80.3% | $6,752-76.7% | $12,309-87.2% |