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 | $235,370 | $89,698+162.4% | $103,476+127.5% | $80,856+191.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 15.33% | 22.78%-7.4pp | 23.90%-8.6pp | 35.59%-20.3pp |
| Employer contribution / active EE | $3,141 | $4,018-21.8% | $4,672-32.8% | $2,755+14.0% |
| Participant deferral / active EE | $9,848 | $5,456+80.5% | $6,623+48.7% | $4,296+129.2% |
| Admin fee / account holder | $24,999 | $6,768+269.4% | $9,413+165.6% | $6,918+261.4% |