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 | $164,918 | $114,381+44.2% | $107,525+53.4% | $142,382+15.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.25% | 242.71%-228.5pp | 181.32%-167.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $18,590 | $4,015+363.0% | $3,754+395.3% | $4,299+332.4% |
| Participant deferral / active EE | $11,014 | $5,564+97.9% | $5,116+115.3% | $6,507+69.3% |
| Admin fee / account holder | $9,849 | $9,860-0.1% | $8,919+10.4% | $12,624-22.0% |