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 4-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 | $224,927 | $81,248+176.8% | $155,509+44.6% | $80,856+178.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.63% | 33.31%-21.7pp | 64.67%-53.0pp | 35.59%-24.0pp |
| Employer contribution / active EE | $12,329 | $3,100+297.7% | $4,672+163.9% | $2,755+347.5% |
| Participant deferral / active EE | $16,576 | $3,452+380.2% | $5,626+194.6% | $4,296+285.9% |
| Admin fee / account holder | $904 | $7,997-88.7% | $15,912-94.3% | $6,918-86.9% |