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 8-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 | $121,018 | $106,515+13.6% | $96,683+25.2% | $139,434-13.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.48% | 38.43%-24.9pp | 35.69%-22.2pp | 372.94%-359.5pp |
| Employer contribution / active EE | $9,390 | $4,103+128.9% | $3,737+151.3% | $4,751+97.7% |
| Participant deferral / active EE | $22,331 | $5,454+309.5% | $4,878+357.8% | $6,710+232.8% |
| Admin fee / account holder | $37,770 | $7,877+379.5% | $6,730+461.3% | $11,403+231.2% |