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 5-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 | $145,843 | $214,378-32.0% | $200,582-27.3% | $142,382+2.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.55% | 46.41%-25.9pp | 42.33%-21.8pp | 217.08%-196.5pp |
| Employer contribution / active EE | $7,751 | $6,841+13.3% | $6,419+20.8% | $4,299+80.3% |
| Participant deferral / active EE | $7,751 | $9,865-21.4% | $9,331-16.9% | $6,507+19.1% |
| Admin fee / account holder | $308 | $17,692-98.3% | $16,305-98.1% | $12,624-97.6% |