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 | $205,800 | $89,753+129.3% | $107,525+91.4% | $84,808+142.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 33.82% | 29.48%+4.3pp | 181.32%-147.5pp | 40.90%-7.1pp |
| Employer contribution / active EE | $16,946 | $3,113+444.3% | $3,754+351.5% | $2,631+544.1% |
| Participant deferral / active EE | $9,919 | $4,056+144.5% | $5,116+93.9% | $4,212+135.5% |
| Admin fee / account holder | $7,495 | $7,222+3.8% | $8,919-16.0% | $7,344+2.1% |