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 | $111,909 | $78,422+42.7% | $95,952+16.6% | $79,858+40.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 16.79% | 19.37%-2.6pp | 91.61%-74.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $4,751 | $1,945+144.3% | $2,541+87.0% | $2,471+92.3% |
| Participant deferral / active EE | $5,838 | $3,440+69.7% | $4,167+40.1% | $3,740+56.1% |
| Admin fee / account holder | $30,314 | $5,622+439.2% | $6,795+346.1% | $5,306+471.3% |