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 7-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 | $134,121 | $98,750+35.8% | $149,696-10.4% | $79,858+67.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 41.63% | 27.43%+14.2pp | 276.60%-235.0pp | 31.71%+9.9pp |
| Employer contribution / active EE | $5,603 | $3,216+74.2% | $4,644+20.6% | $2,471+126.8% |
| Participant deferral / active EE | $6,164 | $5,680+8.5% | $6,842-9.9% | $3,740+64.8% |
| Admin fee / account holder | $1,574 | $6,053-74.0% | $9,309-83.1% | $5,306-70.3% |