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 | $119,878 | $72,177+66.1% | $115,037+4.2% | $59,632+101.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.86% | 12.02%-11.2pp | 26.14%-25.3pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $8,813 | $2,841+210.2% | $4,608+91.3% | $2,203+300.1% |
| Participant deferral / active EE | $10,962 | $4,783+129.2% | $6,026+81.9% | $3,192+243.5% |
| Admin fee / account holder | $1,984 | $4,927-59.7% | $8,175-75.7% | $4,297-53.8% |