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 8-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 | $132,938 | $93,571+42.1% | $135,903-2.2% | $75,163+76.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.76% | 30.90%-15.1pp | 68.23%-52.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $3,679 | $3,537+4.0% | $4,856-24.2% | $2,670+37.8% |
| Participant deferral / active EE | $5,913 | $6,404-7.7% | $7,758-23.8% | $4,125+43.3% |
| Admin fee / account holder | $16,551 | $6,975+137.3% | $10,762+53.8% | $5,651+192.9% |