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 3-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 | $179,273 | $56,277+218.6% | $80,975+121.4% | $62,891+185.1% |
| Participation rate | 85.7% | 69.0%+16.8pp | 75.8%+9.9pp | 69.3%+16.4pp |
| Annual return | 9.09% | 22.12%-13.0pp | 17.10%-8.0pp | 20.14%-11.0pp |
| Employer contribution / active EE | $10,185 | $1,943+424.2% | $3,714+174.2% | $2,281+346.5% |
| Participant deferral / active EE | $6,216 | $4,195+48.2% | $5,696+9.1% | $3,203+94.1% |
| Admin fee / account holder | $2,573 | $3,741-31.2% | $5,516-53.3% | $4,296-40.1% |