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 | $160,016 | $94,625+69.1% | $116,228+37.7% | $84,808+88.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 14.92% | 20.40%-5.5pp | 90.06%-75.1pp | 40.90%-26.0pp |
| Employer contribution / active EE | $8,399 | $2,347+257.9% | $2,994+180.5% | $2,631+219.2% |
| Participant deferral / active EE | $9,261 | $3,972+133.2% | $4,953+87.0% | $4,212+119.9% |
| Admin fee / account holder | $5,572 | $10,091-44.8% | $11,989-53.5% | $7,344-24.1% |