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 | $115,061 | $72,277+59.2% | $101,248+13.6% | $79,858+44.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.23% | 22.30%-9.1pp | 46.47%-33.2pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,191 | $2,692-18.6% | $3,660-40.1% | $2,471-11.3% |
| Participant deferral / active EE | $6,227 | $3,282+89.7% | $4,370+42.5% | $3,740+66.5% |
| Admin fee / account holder | $3,945 | $4,400-10.4% | $5,945-33.6% | $5,306-25.7% |