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 | $130,073 | $95,803+35.8% | $113,168+14.9% | $84,808+53.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 19.85% | 25.00%-5.2pp | 24.27%-4.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $4,860 | $2,360+105.9% | $2,975+63.4% | $2,631+84.7% |
| Participant deferral / active EE | $11,488 | $4,242+170.8% | $5,107+125.0% | $4,212+172.8% |
| Admin fee / account holder | $2,726 | $8,989-69.7% | $12,068-77.4% | $7,344-62.9% |