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 | $225,714 | $127,065+77.6% | $113,168+99.5% | $142,382+58.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.41% | 24.03%-7.6pp | 24.27%-7.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $4,986 | $3,442+44.9% | $2,975+67.6% | $4,299+16.0% |
| Participant deferral / active EE | $16,455 | $5,716+187.9% | $5,107+222.2% | $6,507+152.9% |
| Admin fee / account holder | $3,878 | $15,736-75.4% | $12,068-67.9% | $12,624-69.3% |