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 | $213,391 | $61,660+246.1% | $80,019+166.7% | $64,186+232.5% |
| Participation rate | 90.2% | 71.7%+18.6pp | 75.8%+14.4pp | 69.6%+20.7pp |
| Annual return | 9.47% | -0.33%+9.8pp | 11.22%-1.7pp | 7.63%+1.8pp |
| Employer contribution / active EE | $8,631 | $1,810+376.7% | $2,468+249.7% | $2,381+262.5% |
| Participant deferral / active EE | $4,287 | $2,968+44.5% | $3,686+16.3% | $3,470+23.6% |
| Admin fee / account holder | $13,987 | $5,417+158.2% | $6,521+114.5% | $4,888+186.1% |