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 | $232,397 | $148,978+56.0% | $200,582+15.9% | $84,808+174.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 24.40% | 28.16%-3.8pp | 42.33%-17.9pp | 40.90%-16.5pp |
| Employer contribution / active EE | $6,813 | $4,815+41.5% | $6,419+6.1% | $2,631+159.0% |
| Participant deferral / active EE | $14,475 | $7,142+102.7% | $9,331+55.1% | $4,212+243.7% |
| Admin fee / account holder | $329 | $13,977-97.6% | $16,305-98.0% | $7,344-95.5% |