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 7-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 | $116,004 | $98,750+17.5% | $149,696-22.5% | $79,858+45.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.49% | 27.43%-11.9pp | 276.60%-261.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,658 | $3,216-48.5% | $4,644-64.3% | $2,471-32.9% |
| Participant deferral / active EE | $7,093 | $5,680+24.9% | $6,842+3.7% | $3,740+89.6% |
| Admin fee / account holder | $16,217 | $6,053+167.9% | $9,309+74.2% | $5,306+205.6% |