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 | $59,130 | $73,933-20.0% | $96,683-38.8% | $75,163-21.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.89% | 26.70%-6.8pp | 35.69%-15.8pp | 160.62%-140.7pp |
| Employer contribution / active EE | $4,752 | $2,928+62.3% | $3,737+27.2% | $2,670+78.0% |
| Participant deferral / active EE | $10,898 | $3,659+197.9% | $4,878+123.4% | $4,125+164.2% |
| Admin fee / account holder | $5,918 | $5,216+13.5% | $6,730-12.1% | $5,651+4.7% |