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 | $146,631 | $81,248+80.5% | $155,509-5.7% | $80,856+81.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.37% | 33.31%-18.9pp | 64.67%-50.3pp | 35.59%-21.2pp |
| Employer contribution / active EE | $6,192 | $3,100+99.7% | $4,672+32.5% | $2,755+124.8% |
| Participant deferral / active EE | $6,937 | $3,452+101.0% | $5,626+23.3% | $4,296+61.5% |
| Admin fee / account holder | $3,277 | $7,997-59.0% | $15,912-79.4% | $6,918-52.6% |