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 | $107,945 | $81,208+32.9% | $98,907+9.1% | $79,858+35.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 12.30% | 60.99%-48.7pp | 196.43%-184.1pp | 31.71%-19.4pp |
| Employer contribution / active EE | $3,999 | $1,960+104.1% | $2,689+48.7% | $2,471+61.8% |
| Participant deferral / active EE | $4,742 | $3,265+45.2% | $4,244+11.7% | $3,740+26.8% |
| Admin fee / account holder | $5,925 | $6,013-1.5% | $6,642-10.8% | $5,306+11.7% |