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 | $84,237 | $127,264-33.8% | $109,895-23.3% | $167,490-49.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 14.70% | 22.97%-8.3pp | 29.45%-14.8pp | 478.56%-463.9pp |
| Employer contribution / active EE | $26,969 | $3,322+711.7% | $2,842+848.8% | $4,837+457.5% |
| Participant deferral / active EE | $21,750 | $4,514+381.8% | $4,048+437.3% | $6,341+243.0% |
| Admin fee / account holder | $914 | $7,114-87.2% | $6,066-84.9% | $12,309-92.6% |