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 | $169,791 | $201,272-15.6% | $184,203-7.8% | $145,922+16.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.58% | 29.00%-14.4pp | 28.81%-14.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $10,930 | $7,022+55.7% | $6,427+70.1% | $4,660+134.6% |
| Participant deferral / active EE | $13,334 | $9,806+36.0% | $9,131+46.0% | $6,688+99.4% |
| Admin fee / account holder | $621 | $16,364-96.2% | $13,901-95.5% | $13,397-95.4% |