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 | $105,487 | $127,777-17.4% | $106,548-1.0% | $167,490-37.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 36.45% | 33.87%+2.6pp | 26.80%+9.6pp | 478.56%-442.1pp |
| Employer contribution / active EE | $11,045 | $3,427+222.3% | $2,819+291.8% | $4,837+128.3% |
| Participant deferral / active EE | $9,750 | $5,087+91.7% | $4,398+121.7% | $6,341+53.8% |
| Admin fee / account holder | $337 | $11,228-97.0% | $7,407-95.5% | $12,309-97.3% |