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 | $224,445 | $148,978+50.7% | $200,582+11.9% | $84,808+164.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 19.99% | 28.16%-8.2pp | 42.33%-22.3pp | 40.90%-20.9pp |
| Employer contribution / active EE | $32,337 | $4,815+571.6% | $6,419+403.8% | $2,631+1129.1% |
| Participant deferral / active EE | $18,694 | $7,142+161.7% | $9,331+100.3% | $4,212+343.9% |
| Admin fee / account holder | $17,516 | $13,977+25.3% | $16,305+7.4% | $7,344+138.5% |