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 | $118,956 | $72,012+65.2% | $185,823-36.0% | $79,858+49.0% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 12.51% | 23.12%-10.6pp | 35.95%-23.4pp | 31.71%-19.2pp |
| Employer contribution / active EE | $4,217 | $1,965+114.6% | $4,087+3.2% | $2,471+70.7% |
| Participant deferral / active EE | $10,535 | $3,779+178.8% | $5,632+87.1% | $3,740+181.7% |
| Admin fee / account holder | $5,126 | $4,513+13.6% | $9,500-46.0% | $5,306-3.4% |