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 | $167,744 | $214,378-21.8% | $200,582-16.4% | $142,382+17.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.76% | 46.41%-27.6pp | 42.33%-23.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $10,548 | $6,841+54.2% | $6,419+64.3% | $4,299+145.4% |
| Participant deferral / active EE | $11,091 | $9,865+12.4% | $9,331+18.9% | $6,507+70.4% |
| Admin fee / account holder | $865 | $17,692-95.1% | $16,305-94.7% | $12,624-93.1% |