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 3-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 | $213,301 | $154,228+38.3% | $145,433+46.7% | $137,256+55.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 32.24% | 74.59%-42.3pp | 66.58%-34.3pp | 220.34%-188.1pp |
| Employer contribution / active EE | $46,000 | $4,804+857.5% | $4,554+910.0% | $4,156+1006.8% |
| Participant deferral / active EE | $34,750 | $8,216+322.9% | $7,897+340.0% | $6,407+442.4% |
| Admin fee / account holder | $1,703 | $14,344-88.1% | $13,129-87.0% | $12,270-86.1% |