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 | $148,001 | $65,365+126.4% | $92,893+59.3% | $72,985+102.8% |
| Participation rate | 98.5% | 68.3%+30.2pp | 76.0%+22.5pp | 69.5%+29.0pp |
| Annual return | 47.36% | 42.10%+5.3pp | 109.41%-62.1pp | 81.00%-33.6pp |
| Employer contribution / active EE | $13,872 | $2,594+434.8% | $3,653+279.8% | $2,440+468.6% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $4,456 | $4,251+4.8% | $5,794-23.1% | $5,124-13.0% |