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 | $184,713 | $100,773+83.3% | $88,946+107.7% | $142,382+29.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.70% | 70.18%-51.5pp | 57.82%-39.1pp | 217.08%-198.4pp |
| Employer contribution / active EE | $16,028 | $2,918+449.3% | $2,555+527.3% | $4,299+272.8% |
| Participant deferral / active EE | $16,554 | $5,230+216.5% | $4,581+261.3% | $6,507+154.4% |
| Admin fee / account holder | $3,680 | $9,693-62.0% | $8,261-55.5% | $12,624-70.8% |