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 6-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 | $168,130 | $93,571+79.7% | $135,903+23.7% | $75,163+123.7% |
| Participation rate | 93.6% | 75.2%+18.4pp | 81.9%+11.7pp | 67.2%+26.4pp |
| Annual return | 18.32% | 30.90%-12.6pp | 68.23%-49.9pp | 160.62%-142.3pp |
| Employer contribution / active EE | $6,540 | $3,537+84.9% | $4,856+34.7% | $2,670+145.0% |
| Participant deferral / active EE | $7,947 | $6,404+24.1% | $7,758+2.4% | $4,125+92.6% |
| Admin fee / account holder | $3,432 | $6,975-50.8% | $10,762-68.1% | $5,651-39.3% |