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 7-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 | $180,094 | $86,286+108.7% | $111,297+61.8% | $85,850+109.8% |
| Participation rate | 96.8% | 73.3%+23.4pp | 77.3%+19.5pp | 69.3%+27.5pp |
| Annual return | 13.32% | 19.99%-6.7pp | 54.65%-41.3pp | 318.53%-305.2pp |
| Employer contribution / active EE | $6,746 | $2,043+230.2% | $2,731+147.0% | $2,565+163.0% |
| Participant deferral / active EE | $6,865 | $3,641+88.6% | $4,487+53.0% | $3,952+73.7% |
| Admin fee / account holder | $19,950 | $8,188+143.6% | $7,964+150.5% | $6,260+218.7% |