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 | $204,384 | $109,413+86.8% | $156,263+30.8% | $84,808+141.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 13.08% | 20.18%-7.1pp | 59.47%-46.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $7,351 | $2,907+152.9% | $4,333+69.7% | $2,631+179.4% |
| Participant deferral / active EE | $5,784 | $4,590+26.0% | $6,158-6.1% | $4,212+37.3% |
| Admin fee / account holder | $32,001 | $9,357+242.0% | $14,255+124.5% | $7,344+335.8% |