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 | $179,233 | $162,781+10.1% | $133,956+33.8% | $158,922+12.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.25% | 41.94%-21.7pp | 45.09%-24.8pp | 302.83%-282.6pp |
| Employer contribution / active EE | $12,377 | $4,975+148.8% | $3,919+215.9% | $4,761+160.0% |
| Participant deferral / active EE | $8,077 | $5,911+36.6% | $5,048+60.0% | $5,982+35.0% |
| Admin fee / account holder | $14,629 | $11,736+24.6% | $8,927+63.9% | $11,246+30.1% |