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 | $90,852 | $67,703+34.2% | $127,761-28.9% | $65,185+39.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 79.0%+21.0pp | 70.2%+29.8pp |
| Annual return | 29.79% | 24.36%+5.4pp | 26.14%+3.6pp | 29.38%+0.4pp |
| Employer contribution / active EE | $7,724 | $3,724+107.4% | $4,574+68.9% | $2,177+254.9% |
| Participant deferral / active EE | $10,234 | $4,787+113.8% | $6,021+70.0% | $3,514+191.2% |
| Admin fee / account holder | $8,502 | $618+1274.7% | $9,395-9.5% | $847+903.7% |