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 7-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 | $89,853 | $77,899+15.3% | $149,673-40.0% | $75,163+19.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.59% | 31.72%-13.1pp | 134.42%-115.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $7,308 | $3,137+132.9% | $4,818+51.7% | $2,670+173.7% |
| Participant deferral / active EE | $18,840 | $3,411+452.3% | $5,680+231.7% | $4,125+356.7% |
| Admin fee / account holder | $12,977 | $5,956+117.9% | $13,210-1.8% | $5,651+129.6% |