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 | $238,490-25.4% | $180,183-1.3% | $142,382+24.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 15.91% | 33.56%-17.6pp | 27.86%-11.9pp | 217.08%-201.2pp |
| Employer contribution / active EE | $7,748 | $6,143+26.1% | $5,039+53.8% | $4,299+80.2% |
| Participant deferral / active EE | $14,572 | $7,996+82.2% | $6,822+113.6% | $6,507+123.9% |
| Admin fee / account holder | $840 | $28,866-97.1% | $19,975-95.8% | $12,624-93.3% |