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 10-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 | $141,110 | $89,355+57.9% | $141,1620% | $72,985+93.3% |
| Participation rate | 94.5% | 75.1%+19.4pp | 82.5%+12.1pp | 69.5%+25.1pp |
| Annual return | 24.93% | 111.85%-86.9pp | 71.39%-46.5pp | 81.00%-56.1pp |
| Employer contribution / active EE | $8,523 | $3,114+173.7% | $4,735+80.0% | $2,440+249.3% |
| Participant deferral / active EE | $7,717 | $5,418+42.4% | $6,709+15.0% | $3,607+113.9% |
| Admin fee / account holder | $1,244 | $5,958-79.1% | $10,261-87.9% | $5,124-75.7% |