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 7-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 | $234,553 | $123,793+89.5% | $177,821+31.9% | $79,858+193.7% |
| Participation rate | 97.3% | 84.7%+12.6pp | 87.7%+9.6pp | 69.6%+27.7pp |
| Annual return | 12.85% | 22.82%-10.0pp | 48.32%-35.5pp | 31.71%-18.9pp |
| Employer contribution / active EE | $8,068 | $4,095+97.0% | $5,918+36.3% | $2,471+226.5% |
| Participant deferral / active EE | $12,762 | $5,956+114.3% | $7,714+65.4% | $3,740+241.2% |
| Admin fee / account holder | $35,065 | $7,243+384.2% | $12,427+182.2% | $5,306+560.8% |