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 | $150,075 | $95,803+56.6% | $113,168+32.6% | $84,808+77.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 14.19% | 25.00%-10.8pp | 24.27%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $4,329 | $2,360+83.4% | $2,975+45.5% | $2,631+64.5% |
| Participant deferral / active EE | $6,833 | $4,242+61.1% | $5,107+33.8% | $4,212+62.3% |
| Admin fee / account holder | $9,877 | $8,989+9.9% | $12,068-18.2% | $7,344+34.5% |