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 6-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 | $136,841 | $84,233+62.5% | $170,442-19.7% | $70,131+95.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.94% | 23.06%-9.1pp | 205.93%-192.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $9,863 | $3,387+191.2% | $5,433+81.6% | $2,342+321.1% |
| Participant deferral / active EE | $4,900 | $3,086+58.8% | $4,939-0.8% | $3,332+47.1% |
| Admin fee / account holder | $2,329 | $5,698-59.1% | $13,880-83.2% | $4,645-49.9% |