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 | $165,485 | $107,452+54.0% | $91,541+80.8% | $142,382+16.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 22.88% | 22.06%+0.8pp | 20.50%+2.4pp | 217.08%-194.2pp |
| Employer contribution / active EE | $5,324 | $2,994+77.8% | $2,505+112.6% | $4,299+23.8% |
| Participant deferral / active EE | $7,317 | $4,754+53.9% | $4,008+82.6% | $6,507+12.4% |
| Admin fee / account holder | $3,605 | $8,834-59.2% | $6,956-48.2% | $12,624-71.4% |