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 9-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 | $90,019 | $69,518+29.5% | $59,878+50.3% | $135,375-33.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 11.17% | 7.94%+3.2pp | 3.46%+7.7pp | 519.73%-508.6pp |
| Employer contribution / active EE | $10,751 | $3,235+232.4% | $2,722+295.0% | $4,779+125.0% |
| Participant deferral / active EE | $7,741 | $4,206+84.1% | $3,402+127.6% | $5,609+38.0% |
| Admin fee / account holder | $4,030 | $5,734-29.7% | $3,590+12.2% | $10,827-62.8% |