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 | $156,636 | $77,899+101.1% | $149,673+4.7% | $75,163+108.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.99% | 31.72%-15.7pp | 134.42%-118.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $11,131 | $3,137+254.8% | $4,818+131.0% | $2,670+316.9% |
| Participant deferral / active EE | $10,203 | $3,411+199.1% | $5,680+79.6% | $4,125+147.3% |
| Admin fee / account holder | $1,874 | $5,956-68.5% | $13,210-85.8% | $5,651-66.8% |