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 | $86,364 | $77,899+10.9% | $149,673-42.3% | $75,163+14.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 43.38% | 31.72%+11.7pp | 134.42%-91.0pp | 160.62%-117.2pp |
| Employer contribution / active EE | $13,179 | $3,137+320.1% | $4,818+173.5% | $2,670+393.6% |
| Participant deferral / active EE | $21,714 | $3,411+536.6% | $5,680+282.3% | $4,125+426.4% |
| Admin fee / account holder | $670 | $5,956-88.8% | $13,210-94.9% | $5,651-88.1% |