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 4-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 | $144,881 | $95,266+52.1% | $82,389+75.9% | $142,382+1.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 23.60% | 25.74%-2.1pp | 28.67%-5.1pp | 217.08%-193.5pp |
| Employer contribution / active EE | $11,240 | $2,991+275.8% | $2,517+346.5% | $4,299+161.4% |
| Participant deferral / active EE | $15,647 | $4,809+225.4% | $4,155+276.6% | $6,507+140.4% |
| Admin fee / account holder | $2,167 | $8,563-74.7% | $7,231-70.0% | $12,624-82.8% |