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 | $172,490 | $124,281+38.8% | $109,143+58.0% | $167,490+3.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.79% | 26.04%-8.3pp | 25.75%-8.0pp | 478.56%-460.8pp |
| Employer contribution / active EE | $13,638 | $4,207+224.1% | $3,722+266.4% | $4,837+181.9% |
| Participant deferral / active EE | $19,500 | $5,255+271.1% | $4,653+319.1% | $6,341+207.5% |
| Admin fee / account holder | $1,507 | $7,970-81.1% | $6,752-77.7% | $12,309-87.8% |