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 | $121,520 | $77,503+56.8% | $100,391+21.0% | $80,856+50.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 18.88% | 37.20%-18.3pp | 49.20%-30.3pp | 35.59%-16.7pp |
| Employer contribution / active EE | $20,556 | $2,801+633.9% | $3,942+421.5% | $2,755+646.2% |
| Participant deferral / active EE | $7,932 | $6,820+16.3% | $8,082-1.8% | $4,296+84.7% |
| Admin fee / account holder | $423 | $5,897-92.8% | $7,899-94.6% | $6,918-93.9% |