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 | $133,807 | $77,899+71.8% | $149,673-10.6% | $75,163+78.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 26.64% | 31.72%-5.1pp | 134.42%-107.8pp | 160.62%-134.0pp |
| Employer contribution / active EE | $5,273 | $3,137+68.1% | $4,818+9.5% | $2,670+97.5% |
| Participant deferral / active EE | $3,457 | $3,411+1.3% | $5,680-39.1% | $4,125-16.2% |
| Admin fee / account holder | $1,007 | $5,956-83.1% | $13,210-92.4% | $5,651-82.2% |