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 | $157,574 | $81,248+93.9% | $155,509+1.3% | $80,856+94.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 17.88% | 33.31%-15.4pp | 64.67%-46.8pp | 35.59%-17.7pp |
| Employer contribution / active EE | $5,471 | $3,100+76.5% | $4,672+17.1% | $2,755+98.6% |
| Participant deferral / active EE | $3,231 | $3,452-6.4% | $5,626-42.6% | $4,296-24.8% |
| Admin fee / account holder | $11,003 | $7,997+37.6% | $15,912-30.9% | $6,918+59.0% |