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 9-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 | $157,624 | $71,050+121.8% | $93,606+68.4% | $80,856+94.9% |
| Participation rate | 70.0% | 60.4%+9.6pp | 68.7%+1.3pp | 67.6%+2.4pp |
| Annual return | 17.31% | 11.26%+6.1pp | 133.20%-115.9pp | 35.59%-18.3pp |
| Employer contribution / active EE | $7,458 | $1,564+377.0% | $2,420+208.2% | $2,755+170.7% |
| Participant deferral / active EE | $2,106 | $4,034-47.8% | $4,411-52.3% | $4,296-51.0% |
| Admin fee / account holder | $3,001 | $6,945-56.8% | $8,285-63.8% | $6,918-56.6% |