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 | $171,168 | $111,535+53.5% | $105,223+62.7% | $137,256+24.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.51% | 237.85%-222.3pp | 180.65%-165.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $5,390 | $3,939+36.8% | $3,689+46.1% | $4,156+29.7% |
| Participant deferral / active EE | $6,480 | $5,500+17.8% | $5,072+27.8% | $6,407+1.1% |
| Admin fee / account holder | $2,333 | $9,721-76.0% | $8,859-73.7% | $12,270-81.0% |