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 | $137,734 | $80,968+70.1% | $96,544+42.7% | $75,163+83.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 19.07% | 27.06%-8.0pp | 25.84%-6.8pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,248 | $2,282-1.5% | $2,965-24.2% | $2,670-15.8% |
| Participant deferral / active EE | $6,420 | $3,928+63.4% | $4,851+32.3% | $4,125+55.6% |
| Admin fee / account holder | $15,853 | $6,724+135.8% | $8,252+92.1% | $5,651+180.5% |