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 | $138,861 | $100,773+37.8% | $88,946+56.1% | $142,382-2.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.81% | 70.18%-52.4pp | 57.82%-40.0pp | 217.08%-199.3pp |
| Employer contribution / active EE | $6,161 | $2,918+111.2% | $2,555+141.1% | $4,299+43.3% |
| Participant deferral / active EE | $10,238 | $5,230+95.7% | $4,581+123.5% | $6,507+57.3% |
| Admin fee / account holder | $9,393 | $9,693-3.1% | $8,261+13.7% | $12,624-25.6% |