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 | $158,755 | $88,707+79.0% | $74,183+114.0% | $273,961-42.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.37% | 11.94%-1.6pp | 17.74%-7.4pp | 41.45%-31.1pp |
| Employer contribution / active EE | $3,867 | $3,159+22.4% | $2,370+63.1% | $4,869-20.6% |
| Participant deferral / active EE | $8,333 | $4,212+97.9% | $3,550+134.8% | $5,287+57.6% |
| Admin fee / account holder | $1,000 | $8,717-88.5% | $5,586-82.1% | $10,132-90.1% |