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 6-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 | $132,790 | $109,881+20.8% | $150,045-11.5% | $84,808+56.6% |
| Participation rate | 97.0% | 76.1%+20.9pp | 82.3%+14.6pp | 68.3%+28.7pp |
| Annual return | 21.02% | 28.25%-7.2pp | 62.55%-41.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $10,783 | $3,561+202.8% | $4,693+129.8% | $2,631+309.9% |
| Participant deferral / active EE | $15,117 | $6,636+127.8% | $7,997+89.0% | $4,212+258.9% |
| Admin fee / account holder | $21,587 | $8,568+152.0% | $13,435+60.7% | $7,344+194.0% |