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 | $170,306 | $117,983+44.3% | $101,794+67.3% | $142,382+19.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.52% | 36.92%-15.4pp | 30.53%-9.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $19,249 | $2,773+594.2% | $2,289+741.0% | $4,299+347.7% |
| Participant deferral / active EE | $7,009 | $4,714+48.7% | $4,084+71.6% | $6,507+7.7% |
| Admin fee / account holder | $11,101 | $10,433+6.4% | $8,777+26.5% | $12,624-12.1% |