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 5-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 | $143,404 | $179,726-20.2% | $156,263-8.2% | $142,382+0.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 96.93% | 77.86%+19.1pp | 59.47%+37.5pp | 217.08%-120.1pp |
| Employer contribution / active EE | $8,827 | $5,069+74.1% | $4,333+103.7% | $4,299+105.3% |
| Participant deferral / active EE | $9,524 | $6,956+36.9% | $6,158+54.7% | $6,507+46.4% |
| Admin fee / account holder | $20,048 | $17,272+16.1% | $14,255+40.6% | $12,624+58.8% |