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 | $93,351 | $109,881-15.0% | $150,045-37.8% | $84,808+10.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 23.18% | 28.25%-5.1pp | 62.55%-39.4pp | 40.90%-17.7pp |
| Employer contribution / active EE | $7,653 | $3,561+114.9% | $4,693+63.1% | $2,631+190.9% |
| Participant deferral / active EE | $10,898 | $6,636+64.2% | $7,997+36.3% | $4,212+158.8% |
| Admin fee / account holder | $23,510 | $8,568+174.4% | $13,435+75.0% | $7,344+220.1% |