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 6-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 | $177,824 | $239,571-25.8% | $183,328-3.0% | $137,256+29.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 15.91% | 35.69%-19.8pp | 29.67%-13.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $7,748 | $6,148+26.0% | $5,055+53.3% | $4,156+86.4% |
| Participant deferral / active EE | $14,572 | $7,995+82.3% | $6,795+114.4% | $6,407+127.4% |
| Admin fee / account holder | $840 | $30,059-97.2% | $21,427-96.1% | $12,270-93.2% |