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 | $175,224 | $109,881+59.5% | $150,045+16.8% | $84,808+106.6% |
| Participation rate | 97.8% | 76.1%+21.7pp | 82.3%+15.5pp | 68.3%+29.5pp |
| Annual return | 20.80% | 28.25%-7.5pp | 62.55%-41.8pp | 40.90%-20.1pp |
| Employer contribution / active EE | $7,201 | $3,561+102.2% | $4,693+53.4% | $2,631+173.7% |
| Participant deferral / active EE | $7,872 | $6,636+18.6% | $7,997-1.6% | $4,212+86.9% |
| Admin fee / account holder | $12,382 | $8,568+44.5% | $13,435-7.8% | $7,344+68.6% |