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 | $192,717 | $106,749+80.5% | $145,433+32.5% | $82,448+133.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.43% | 27.59%-12.2pp | 66.58%-51.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $10,782 | $3,444+213.0% | $4,554+136.7% | $2,551+322.7% |
| Participant deferral / active EE | $8,839 | $6,519+35.6% | $7,897+11.9% | $4,139+113.5% |
| Admin fee / account holder | $3,276 | $8,390-61.0% | $13,129-75.1% | $7,234-54.7% |