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 | $174,436 | $67,411+158.8% | $91,001+91.7% | $70,131+148.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 21.87% | -40.16%+62.0pp | 4.60%+17.3pp | 73.14%-51.3pp |
| Employer contribution / active EE | $4,369 | $1,786+144.6% | $2,456+77.9% | $2,342+86.5% |
| Participant deferral / active EE | $6,874 | $2,823+143.5% | $3,547+93.8% | $3,332+106.3% |
| Admin fee / account holder | $5,709 | $4,236+34.8% | $5,417+5.4% | $4,645+22.9% |