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 5-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 | $121,406 | $117,983+2.9% | $101,794+19.3% | $142,382-14.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.77% | 36.92%-15.1pp | 30.53%-8.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $7,879 | $2,773+184.2% | $2,289+244.2% | $4,299+83.3% |
| Participant deferral / active EE | $22,435 | $4,714+376.0% | $4,084+449.3% | $6,507+244.8% |
| Admin fee / account holder | $1,238 | $10,433-88.1% | $8,777-85.9% | $12,624-90.2% |