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 | $178,197 | $89,355+99.4% | $141,162+26.2% | $72,985+144.2% |
| Participation rate | 78.4% | 75.1%+3.3pp | 82.5%-4.1pp | 69.5%+8.9pp |
| Annual return | 20.01% | 111.85%-91.8pp | 71.39%-51.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $6,058 | $3,114+94.5% | $4,735+27.9% | $2,440+148.3% |
| Participant deferral / active EE | $12,924 | $5,418+138.5% | $6,709+92.6% | $3,607+258.3% |
| Admin fee / account holder | $32,539 | $5,958+446.1% | $10,261+217.1% | $5,124+535.0% |