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 | $129,248 | $100,773+28.3% | $88,946+45.3% | $142,382-9.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 25.02% | 70.18%-45.2pp | 57.82%-32.8pp | 217.08%-192.1pp |
| Employer contribution / active EE | $35,529 | $2,918+1117.7% | $2,555+1290.6% | $4,299+726.4% |
| Participant deferral / active EE | $2,279 | $5,230-56.4% | $4,581-50.3% | $6,507-65.0% |
| Admin fee / account holder | $301 | $9,693-96.9% | $8,261-96.4% | $12,624-97.6% |