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 | $203,596 | $117,841+72.8% | $102,423+98.8% | $145,922+39.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 22.52% | 31.65%-9.1pp | 29.32%-6.8pp | 561.29%-538.8pp |
| Employer contribution / active EE | $6,254 | $3,615+73.0% | $3,023+106.9% | $4,660+34.2% |
| Participant deferral / active EE | $14,616 | $5,731+155.0% | $5,053+189.3% | $6,688+118.6% |
| Admin fee / account holder | $1,598 | $13,326-88.0% | $9,451-83.1% | $13,397-88.1% |