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 | $162,789 | $84,233+93.3% | $170,442-4.5% | $70,131+132.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.74% | 23.06%-10.3pp | 205.93%-193.2pp | 73.14%-60.4pp |
| Employer contribution / active EE | $6,828 | $3,387+101.6% | $5,433+25.7% | $2,342+191.5% |
| Participant deferral / active EE | $8,618 | $3,086+179.3% | $4,939+74.5% | $3,332+158.7% |
| Admin fee / account holder | $6,288 | $5,698+10.3% | $13,880-54.7% | $4,645+35.4% |