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 | $146,567 | $100,773+45.4% | $88,946+64.8% | $142,382+2.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.79% | 70.18%-53.4pp | 57.82%-41.0pp | 217.08%-200.3pp |
| Employer contribution / active EE | $5,229 | $2,918+79.2% | $2,555+104.6% | $4,299+21.6% |
| Participant deferral / active EE | $16,395 | $5,230+213.5% | $4,581+257.9% | $6,507+152.0% |
| Admin fee / account holder | $7,143 | $9,693-26.3% | $8,261-13.5% | $12,624-43.4% |