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 9-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 | $108,570 | $102,616+5.8% | $81,983+32.4% | $158,922-31.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 15.02% | 61.04%-46.0pp | 41.31%-26.3pp | 302.83%-287.8pp |
| Employer contribution / active EE | $7,719 | $3,240+138.2% | $2,498+209.0% | $4,761+62.1% |
| Participant deferral / active EE | $3,358 | $4,648-27.7% | $3,722-9.8% | $5,982-43.9% |
| Admin fee / account holder | $1,049 | $8,235-87.3% | $5,664-81.5% | $11,246-90.7% |