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 | $167,211 | $102,382+63.3% | $147,005+13.7% | $80,874+106.8% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.2%+7.6pp | 67.6%+22.1pp |
| Annual return | 19.50% | 134.89%-115.4pp | 418.76%-399.3pp | 35.62%-16.1pp |
| Employer contribution / active EE | $4,162 | $3,715+12.0% | $4,934-15.6% | $2,756+51.1% |
| Participant deferral / active EE | $9,442 | $6,646+42.1% | $8,070+17.0% | $4,297+119.7% |
| Admin fee / account holder | $12,490 | $7,942+57.3% | $13,006-4.0% | $6,935+80.1% |