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 | $81,297 | $60,022+35.4% | $88,946-8.6% | $84,808-4.1% |
| Participation rate | 96.9% | 57.8%+39.0pp | 68.8%+28.0pp | 68.3%+28.6pp |
| Annual return | 35.24% | 22.43%+12.8pp | 57.82%-22.6pp | 40.90%-5.7pp |
| Employer contribution / active EE | $8,353 | $1,703+390.6% | $2,555+226.9% | $2,631+217.5% |
| Participant deferral / active EE | $17,979 | $3,114+477.4% | $4,581+292.4% | $4,212+326.9% |
| Admin fee / account holder | $7,912 | $4,811+64.5% | $8,261-4.2% | $7,344+7.7% |