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 | $96,461 | $87,841+9.8% | $133,980-28.0% | $62,891+53.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 10.21% | 12.05%-1.8pp | 29.30%-19.1pp | 20.14%-9.9pp |
| Employer contribution / active EE | $8,271 | $3,483+137.5% | $5,211+58.7% | $2,281+262.6% |
| Participant deferral / active EE | $11,724 | $4,812+143.6% | $6,282+86.6% | $3,203+266.0% |
| Admin fee / account holder | $370 | $5,371-93.1% | $9,324-96.0% | $4,296-91.4% |