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 | $134,358 | $162,781-17.5% | $133,956+0.3% | $158,922-15.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.89% | 41.94%-29.1pp | 45.09%-32.2pp | 302.83%-289.9pp |
| Employer contribution / active EE | $7,497 | $4,975+50.7% | $3,919+91.3% | $4,761+57.5% |
| Participant deferral / active EE | $7,244 | $5,911+22.6% | $5,048+43.5% | $5,982+21.1% |
| Admin fee / account holder | $952 | $11,736-91.9% | $8,927-89.3% | $11,246-91.5% |