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 8-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 | $176,860 | $54,705+223.3% | $71,209+148.4% | $84,808+108.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 13.58% | 35.90%-22.3pp | 282.51%-268.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $6,134 | $2,158+184.3% | $2,721+125.4% | $2,631+133.1% |
| Participant deferral / active EE | $7,445 | $3,030+145.7% | $4,175+78.3% | $4,212+76.8% |
| Admin fee / account holder | $7,327 | $4,863+50.7% | $5,349+37.0% | $7,344-0.2% |