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 | $142,488 | $107,452+32.6% | $91,541+55.7% | $142,382+0.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.75% | 22.06%-2.3pp | 20.50%-0.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $4,276 | $2,994+42.8% | $2,505+70.7% | $4,299-0.5% |
| Participant deferral / active EE | $34,842 | $4,754+632.9% | $4,008+769.3% | $6,507+435.4% |
| Admin fee / account holder | $778 | $8,834-91.2% | $6,956-88.8% | $12,624-93.8% |