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 9-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 | $203,649 | $109,881+85.3% | $150,045+35.7% | $84,808+140.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.80% | 28.25%-13.4pp | 62.55%-47.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $16,943 | $3,561+375.8% | $4,693+261.0% | $2,631+544.0% |
| Participant deferral / active EE | $21,544 | $6,636+224.7% | $7,997+169.4% | $4,212+411.5% |
| Admin fee / account holder | $5,674 | $8,568-33.8% | $13,435-57.8% | $7,344-22.7% |