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 6-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 | $167,904 | $73,933+127.1% | $96,683+73.7% | $75,163+123.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 18.88% | 26.70%-7.8pp | 35.69%-16.8pp | 160.62%-141.7pp |
| Employer contribution / active EE | $8,352 | $2,928+185.3% | $3,737+123.5% | $2,670+212.8% |
| Participant deferral / active EE | $10,032 | $3,659+174.2% | $4,878+105.7% | $4,125+143.2% |
| Admin fee / account holder | $4,770 | $5,216-8.6% | $6,730-29.1% | $5,651-15.6% |