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 | $143,783 | $201,272-28.6% | $184,203-21.9% | $145,922-1.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.37% | 29.00%-9.6pp | 28.81%-9.4pp | 561.29%-541.9pp |
| Employer contribution / active EE | $10,793 | $7,022+53.7% | $6,427+67.9% | $4,660+131.6% |
| Participant deferral / active EE | $17,583 | $9,806+79.3% | $9,131+92.6% | $6,688+162.9% |
| Admin fee / account holder | $5,056 | $16,364-69.1% | $13,901-63.6% | $13,397-62.3% |