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 10-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 | $172,341 | $109,881+56.8% | $150,045+14.9% | $84,808+103.2% |
| Participation rate | 96.9% | 76.1%+20.8pp | 82.3%+14.6pp | 68.3%+28.6pp |
| Annual return | 15.25% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $6,023 | $3,561+69.1% | $4,693+28.3% | $2,631+128.9% |
| Participant deferral / active EE | $12,962 | $6,636+95.3% | $7,997+62.1% | $4,212+207.8% |
| Admin fee / account holder | $3,665 | $8,568-57.2% | $13,435-72.7% | $7,344-50.1% |