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 5-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 | $144,788 | $80,673+79.5% | $101,326+42.9% | $84,808+70.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 19.28% | 38.95%-19.7pp | 36.82%-17.5pp | 40.90%-21.6pp |
| Employer contribution / active EE | $9,495 | $2,698+252.0% | $3,665+159.1% | $2,631+260.9% |
| Participant deferral / active EE | $17,822 | $6,840+160.5% | $7,994+122.9% | $4,212+323.2% |
| Admin fee / account holder | $2,065 | $12,784-83.8% | $11,185-81.5% | $7,344-71.9% |