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 | $128,406 | $95,803+34.0% | $113,168+13.5% | $84,808+51.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 14.97% | 25.00%-10.0pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $4,060 | $2,360+72.0% | $2,975+36.5% | $2,631+54.3% |
| Participant deferral / active EE | $7,615 | $4,242+79.5% | $5,107+49.1% | $4,212+80.8% |
| Admin fee / account holder | $18,953 | $8,989+110.9% | $12,068+57.1% | $7,344+158.1% |