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 6-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 | $151,179 | $94,625+59.8% | $116,228+30.1% | $84,808+78.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 21.21% | 20.40%+0.8pp | 90.06%-68.8pp | 40.90%-19.7pp |
| Employer contribution / active EE | $7,360 | $2,347+213.7% | $2,994+145.8% | $2,631+179.8% |
| Participant deferral / active EE | $7,039 | $3,972+77.2% | $4,953+42.1% | $4,212+67.1% |
| Admin fee / account holder | $4,532 | $10,091-55.1% | $11,989-62.2% | $7,344-38.3% |