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 | $141,852 | $80,673+75.8% | $101,326+40.0% | $84,808+67.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 20.16% | 38.95%-18.8pp | 36.82%-16.7pp | 40.90%-20.7pp |
| Employer contribution / active EE | $5,428 | $2,698+101.2% | $3,665+48.1% | $2,631+106.3% |
| Participant deferral / active EE | $7,293 | $6,840+6.6% | $7,994-8.8% | $4,212+73.2% |
| Admin fee / account holder | $649 | $12,784-94.9% | $11,185-94.2% | $7,344-91.2% |