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 | $142,761 | $76,367+86.9% | $93,606+52.5% | $72,985+95.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 18.65% | 25.82%-7.2pp | 32.76%-14.1pp | 81.00%-62.4pp |
| Employer contribution / active EE | $2,967 | $2,275+30.4% | $2,718+9.2% | $2,440+21.6% |
| Participant deferral / active EE | $7,871 | $3,538+122.5% | $4,069+93.5% | $3,607+118.2% |
| Admin fee / account holder | $43,619 | $6,838+537.9% | $7,888+453.0% | $5,124+751.2% |