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 | $170,239 | $102,605+65.9% | $145,661+16.9% | $84,808+100.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 77.2%+22.8pp | 68.3%+31.7pp |
| Annual return | 14.83% | 26.50%-11.7pp | 101.46%-86.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,886 | $3,325-13.2% | $4,238-31.9% | $2,631+9.7% |
| Participant deferral / active EE | $9,040 | $5,750+57.2% | $7,198+25.6% | $4,212+114.6% |
| Admin fee / account holder | $9,733 | $8,758+11.1% | $12,466-21.9% | $7,344+32.5% |