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 | $169,601 | $148,978+13.8% | $200,582-15.4% | $84,808+100.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.18% | 28.16%-11.0pp | 42.33%-25.2pp | 40.90%-23.7pp |
| Employer contribution / active EE | $5,376 | $4,815+11.7% | $6,419-16.2% | $2,631+104.3% |
| Participant deferral / active EE | $13,081 | $7,142+83.2% | $9,331+40.2% | $4,212+210.6% |
| Admin fee / account holder | $723 | $13,977-94.8% | $16,305-95.6% | $7,344-90.2% |