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 | $147,749 | $80,673+83.1% | $101,326+45.8% | $84,808+74.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 21.02% | 38.95%-17.9pp | 36.82%-15.8pp | 40.90%-19.9pp |
| Employer contribution / active EE | $9,530 | $2,698+253.2% | $3,665+160.0% | $2,631+262.2% |
| Participant deferral / active EE | $13,067 | $6,840+91.0% | $7,994+63.5% | $4,212+210.3% |
| Admin fee / account holder | $10,155 | $12,784-20.6% | $11,185-9.2% | $7,344+38.3% |