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 3-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 | $109,770 | $69,515+57.9% | $86,874+26.4% | $85,850+27.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 15.66% | 20.12%-4.5pp | 63.52%-47.9pp | 318.53%-302.9pp |
| Employer contribution / active EE | $6,909 | $1,880+267.4% | $2,495+176.9% | $2,565+169.4% |
| Participant deferral / active EE | $7,748 | $2,919+165.4% | $3,699+109.4% | $3,952+96.1% |
| Admin fee / account holder | $8,750 | $5,972+46.5% | $5,828+50.1% | $6,260+39.8% |