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 | $51,638+242.5% | $68,368+158.7% | $82,448+114.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 13.58% | 37.53%-24.0pp | 292.57%-279.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $6,134 | $2,047+199.7% | $2,649+131.6% | $2,551+140.5% |
| Participant deferral / active EE | $7,445 | $2,914+155.5% | $4,123+80.6% | $4,139+79.9% |
| Admin fee / account holder | $7,327 | $4,643+57.8% | $5,150+42.3% | $7,234+1.3% |