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 | $95,453+36.3% | $112,040+16.1% | $82,448+57.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 19.85% | 23.92%-4.1pp | 24.52%-4.7pp | 41.64%-21.8pp |
| Employer contribution / active EE | $4,860 | $2,318+109.7% | $2,954+64.5% | $2,551+90.5% |
| Participant deferral / active EE | $11,488 | $4,224+172.0% | $5,098+125.4% | $4,139+177.5% |
| Admin fee / account holder | $2,726 | $9,013-69.8% | $12,098-77.5% | $7,234-62.3% |