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 | $164,611 | $110,257+49.3% | $96,544+70.5% | $139,434+18.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 22.28% | 26.32%-4.0pp | 25.84%-3.6pp | 372.94%-350.7pp |
| Employer contribution / active EE | $14,322 | $3,620+295.7% | $2,965+383.1% | $4,751+201.5% |
| Participant deferral / active EE | $4,417 | $5,548-20.4% | $4,851-8.9% | $6,710-34.2% |
| Admin fee / account holder | $1,139 | $11,591-90.2% | $8,252-86.2% | $11,403-90.0% |