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 | $103,669 | $100,773+2.9% | $88,946+16.6% | $142,382-27.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.69% | 70.18%-53.5pp | 57.82%-41.1pp | 217.08%-200.4pp |
| Employer contribution / active EE | $6,753 | $2,918+131.5% | $2,555+164.3% | $4,299+57.1% |
| Participant deferral / active EE | $10,813 | $5,230+106.7% | $4,581+136.0% | $6,507+66.2% |
| Admin fee / account holder | $814 | $9,693-91.6% | $8,261-90.1% | $12,624-93.6% |