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 | $150,380 | $111,535+34.8% | $105,223+42.9% | $137,256+9.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.05% | 237.85%-219.8pp | 180.65%-162.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,481 | $3,939-37.0% | $3,689-32.7% | $4,156-40.3% |
| Participant deferral / active EE | $13,915 | $5,500+153.0% | $5,072+174.4% | $6,407+117.2% |
| Admin fee / account holder | $5,691 | $9,721-41.5% | $8,859-35.8% | $12,270-53.6% |