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 | $136,222 | $95,416+42.8% | $185,823-26.7% | $85,850+58.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.03% | 23.59%-11.6pp | 122.05%-110.0pp | 318.53%-306.5pp |
| Employer contribution / active EE | $4,208 | $3,314+27.0% | $5,167-18.6% | $2,565+64.1% |
| Participant deferral / active EE | $8,524 | $3,423+149.0% | $5,568+53.1% | $3,952+115.7% |
| Admin fee / account holder | $8,326 | $7,213+15.4% | $16,237-48.7% | $6,260+33.0% |