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 4-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 | $242,806 | $65,082+273.1% | $81,367+198.4% | $59,632+307.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 82.3%+17.7pp | 68.7%+31.3pp |
| Annual return | 0.95% | 1.16%-0.2pp | -0.92%+1.9pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $4,412 | $2,934+50.4% | $3,930+12.3% | $2,203+100.3% |
| Participant deferral / active EE | $15,465 | $4,083+278.8% | $5,383+187.3% | $3,192+384.5% |
| Admin fee / account holder | $71,606 | $7,582+844.4% | $8,926+702.3% | $4,297+1566.4% |