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 | $157,880 | $95,803+64.8% | $113,168+39.5% | $84,808+86.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 15.30% | 25.00%-9.7pp | 24.27%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,277 | $2,360+38.8% | $2,975+10.1% | $2,631+24.5% |
| Participant deferral / active EE | $4,812 | $4,242+13.4% | $5,107-5.8% | $4,212+14.3% |
| Admin fee / account holder | $2,845 | $8,989-68.3% | $12,068-76.4% | $7,344-61.3% |