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 8-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 | $172,663 | $51,620+234.5% | $90,281+91.2% | $65,185+164.9% |
| Participation rate | 95.2% | 68.6%+26.6pp | 73.3%+22.0pp | 70.2%+25.0pp |
| Annual return | 23.46% | 24.94%-1.5pp | 78.10%-54.6pp | 29.38%-5.9pp |
| Employer contribution / active EE | $3,929 | $2,235+75.8% | $2,854+37.6% | $2,177+80.5% |
| Participant deferral / active EE | $4,721 | $2,871+64.5% | $3,885+21.5% | $3,514+34.4% |
| Admin fee / account holder | $18,082 | $384+4605.4% | $5,351+237.9% | $847+2034.7% |