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 | $117,998 | $110,261+7.0% | $95,745+23.2% | $139,434-15.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.51% | 27.11%-11.6pp | 28.35%-12.8pp | 372.94%-357.4pp |
| Employer contribution / active EE | $6,263 | $3,257+92.3% | $2,835+120.9% | $4,751+31.8% |
| Participant deferral / active EE | $14,386 | $4,676+207.7% | $4,245+238.9% | $6,710+114.4% |
| Admin fee / account holder | $1,327 | $6,613-79.9% | $5,678-76.6% | $11,403-88.4% |