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 | $122,357 | $95,266+28.4% | $82,389+48.5% | $142,382-14.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 20.00% | 25.74%-5.7pp | 28.67%-8.7pp | 217.08%-197.1pp |
| Employer contribution / active EE | $4,801 | $2,991+60.5% | $2,517+90.8% | $4,299+11.7% |
| Participant deferral / active EE | $13,804 | $4,809+187.1% | $4,155+232.3% | $6,507+112.1% |
| Admin fee / account holder | $1,376 | $8,563-83.9% | $7,231-81.0% | $12,624-89.1% |