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 3-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 | $147,721 | $95,266+55.1% | $82,389+79.3% | $142,382+3.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 13.08% | 25.74%-12.7pp | 28.67%-15.6pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,200 | $2,991-59.9% | $2,517-52.3% | $4,299-72.1% |
| Participant deferral / active EE | $6,000 | $4,809+24.8% | $4,155+44.4% | $6,507-7.8% |
| Admin fee / account holder | $2,269 | $8,563-73.5% | $7,231-68.6% | $12,624-82.0% |