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 | $192,400 | $88,672+117.0% | $105,223+82.8% | $82,448+133.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.77% | 30.86%-17.1pp | 180.65%-166.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $5,641 | $3,048+85.1% | $3,689+52.9% | $2,551+121.1% |
| Participant deferral / active EE | $5,917 | $4,036+46.6% | $5,072+16.7% | $4,139+42.9% |
| Admin fee / account holder | $9,907 | $7,146+38.6% | $8,859+11.8% | $7,234+36.9% |