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 | $97,125+33.1% | $86,233+49.9% | $137,256-5.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 25.02% | 74.19%-49.2pp | 61.39%-36.4pp | 220.34%-195.3pp |
| Employer contribution / active EE | $35,529 | $2,841+1150.5% | $2,504+1318.7% | $4,156+754.9% |
| Participant deferral / active EE | $2,279 | $5,180-56.0% | $4,559-50.0% | $6,407-64.4% |
| Admin fee / account holder | $301 | $9,725-96.9% | $8,342-96.4% | $12,270-97.5% |