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 | $182,386 | $76,367+138.8% | $93,606+94.8% | $72,985+149.9% |
| Participation rate | 94.1% | 71.7%+22.4pp | 75.8%+18.3pp | 69.5%+24.6pp |
| Annual return | 19.61% | 25.82%-6.2pp | 32.76%-13.1pp | 81.00%-61.4pp |
| Employer contribution / active EE | $9,948 | $2,275+337.2% | $2,718+266.0% | $2,440+307.7% |
| Participant deferral / active EE | $4,308 | $3,538+21.8% | $4,069+5.9% | $3,607+19.4% |
| Admin fee / account holder | $17,720 | $6,838+159.1% | $7,888+124.6% | $5,124+245.8% |