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 | $167,994 | $124,425+35.0% | $112,040+49.9% | $137,256+22.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 49.13% | 24.72%+24.4pp | 24.52%+24.6pp | 220.34%-171.2pp |
| Employer contribution / active EE | $18,672 | $3,411+447.4% | $2,954+532.1% | $4,156+349.3% |
| Participant deferral / active EE | $2,470 | $5,718-56.8% | $5,098-51.5% | $6,407-61.4% |
| Admin fee / account holder | $21,342 | $15,207+40.3% | $12,098+76.4% | $12,270+73.9% |