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 | $177,480 | $106,584+66.5% | $101,326+75.2% | $142,382+24.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.65% | 36.93%-19.3pp | 36.82%-19.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $14,246 | $3,956+260.1% | $3,665+288.7% | $4,299+231.4% |
| Participant deferral / active EE | $10,812 | $8,297+30.3% | $7,994+35.3% | $6,507+66.2% |
| Admin fee / account holder | $450 | $11,446-96.1% | $11,185-96.0% | $12,624-96.4% |