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 | $239,673 | $99,633+140.6% | $183,328+30.7% | $82,448+190.7% |
| Participation rate | 88.6% | 70.8%+17.8pp | 77.3%+11.2pp | 68.1%+20.5pp |
| Annual return | 20.86% | 17.84%+3.0pp | 29.67%-8.8pp | 41.64%-20.8pp |
| Employer contribution / active EE | $13,546 | $3,256+316.0% | $5,055+168.0% | $2,551+431.0% |
| Participant deferral / active EE | $15,481 | $4,938+213.5% | $6,795+127.8% | $4,139+274.0% |
| Admin fee / account holder | $8,028 | $9,934-19.2% | $21,427-62.5% | $7,234+11.0% |