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 6-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 | $154,636 | $214,378-27.9% | $200,582-22.9% | $142,382+8.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.15% | 46.41%-33.3pp | 42.33%-29.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $32,763 | $6,841+378.9% | $6,419+410.4% | $4,299+662.1% |
| Participant deferral / active EE | $16,635 | $9,865+68.6% | $9,331+78.3% | $6,507+155.6% |
| Admin fee / account holder | $63,428 | $17,692+258.5% | $16,305+289.0% | $12,624+402.4% |