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 | $76,505 | $63,114+21.2% | $92,893-17.6% | $65,185+17.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 23.18% | 28.75%-5.6pp | 109.41%-86.2pp | 29.38%-6.2pp |
| Employer contribution / active EE | $7,087 | $2,571+175.7% | $3,653+94.0% | $2,177+225.6% |
| Participant deferral / active EE | $6,060 | $3,108+95.0% | $4,236+43.0% | $3,514+72.5% |
| Admin fee / account holder | $4,410 | $624+607.1% | $5,794-23.9% | $847+420.6% |