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 | $176,444 | $140,940+25.2% | $112,229+57.2% | $139,434+26.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.64% | 32.71%-12.1pp | 30.20%-9.6pp | 372.94%-352.3pp |
| Employer contribution / active EE | $6,907 | $4,283+61.3% | $3,430+101.4% | $4,751+45.4% |
| Participant deferral / active EE | $11,625 | $5,874+97.9% | $4,798+142.3% | $6,710+73.2% |
| Admin fee / account holder | $846 | $9,954-91.5% | $7,748-89.1% | $11,403-92.6% |