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 | $113,417 | $100,773+12.5% | $88,946+27.5% | $142,382-20.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 82.00% | 70.18%+11.8pp | 57.82%+24.2pp | 217.08%-135.1pp |
| Employer contribution / active EE | $6,309 | $2,918+116.2% | $2,555+146.9% | $4,299+46.8% |
| Participant deferral / active EE | $18,117 | $5,230+246.4% | $4,581+295.5% | $6,507+178.4% |
| Admin fee / account holder | $1,975 | $9,693-79.6% | $8,261-76.1% | $12,624-84.4% |