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 | $204,187 | $148,534+37.5% | $135,903+50.2% | $139,434+46.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.87% | 79.19%-63.3pp | 68.23%-52.4pp | 372.94%-357.1pp |
| Employer contribution / active EE | $9,987 | $5,243+90.5% | $4,856+105.7% | $4,751+110.2% |
| Participant deferral / active EE | $13,219 | $8,100+63.2% | $7,758+70.4% | $6,710+97.0% |
| Admin fee / account holder | $2,007 | $12,400-83.8% | $10,762-81.3% | $11,403-82.4% |