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 9-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 | $145,213 | $104,664+38.7% | $85,682+69.5% | $167,490-13.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 37.07% | 21.45%+15.6pp | 21.49%+15.6pp | 478.56%-441.5pp |
| Employer contribution / active EE | $10,931 | $3,337+227.6% | $2,618+317.5% | $4,837+126.0% |
| Participant deferral / active EE | $9,475 | $4,824+96.4% | $3,923+141.6% | $6,341+49.4% |
| Admin fee / account holder | $4,012 | $10,032-60.0% | $6,873-41.6% | $12,309-67.4% |