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 9-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 | $124,397 | $109,881+13.2% | $150,045-17.1% | $84,808+46.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.25% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $7,262 | $3,561+103.9% | $4,693+54.7% | $2,631+176.0% |
| Participant deferral / active EE | $15,132 | $6,636+128.0% | $7,997+89.2% | $4,212+259.3% |
| Admin fee / account holder | $20,261 | $8,568+136.5% | $13,435+50.8% | $7,344+175.9% |