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 | $157,165 | $54,705+187.3% | $71,209+120.7% | $84,808+85.3% |
| Participation rate | 95.6% | 64.1%+31.5pp | 73.8%+21.8pp | 68.3%+27.2pp |
| Annual return | 16.65% | 35.90%-19.2pp | 282.51%-265.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $10,484 | $2,158+385.9% | $2,721+285.3% | $2,631+298.5% |
| Participant deferral / active EE | $11,696 | $3,030+285.9% | $4,175+180.1% | $4,212+177.7% |
| Admin fee / account holder | $38,386 | $4,863+689.3% | $5,349+617.7% | $7,344+422.7% |