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 | $96,621 | $127,065-24.0% | $113,168-14.6% | $142,382-32.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.79% | 24.03%-6.2pp | 24.27%-6.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $16,195 | $3,442+370.5% | $2,975+444.3% | $4,299+276.7% |
| Participant deferral / active EE | $16,931 | $5,716+196.2% | $5,107+231.5% | $6,507+160.2% |
| Admin fee / account holder | $436 | $15,736-97.2% | $12,068-96.4% | $12,624-96.5% |