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 | $213,188 | $112,729+89.1% | $98,716+116.0% | $137,256+55.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.92% | 38.48%-19.6pp | 31.81%-12.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $8,734 | $2,725+220.5% | $2,279+283.3% | $4,156+110.2% |
| Participant deferral / active EE | $5,041 | $4,640+8.6% | $4,048+24.5% | $6,407-21.3% |
| Admin fee / account holder | $1,587 | $10,129-84.3% | $8,703-81.8% | $12,270-87.1% |