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 3-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 | $157,050 | $118,450+32.6% | $98,439+59.5% | $139,434+12.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 21.10% | 18.94%+2.2pp | 21.16%-0.1pp | 372.94%-351.8pp |
| Employer contribution / active EE | $10,091 | $3,609+179.6% | $3,048+231.1% | $4,751+112.4% |
| Participant deferral / active EE | $9,268 | $5,392+71.9% | $4,738+95.6% | $6,710+38.1% |
| Admin fee / account holder | $1,202 | $14,026-91.4% | $8,948-86.6% | $11,403-89.5% |