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 7-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 | $224,285 | $165,335+35.7% | $149,696+49.8% | $158,922+41.1% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 17.72% | 348.15%-330.4pp | 276.60%-258.9pp | 302.83%-285.1pp |
| Employer contribution / active EE | $9,726 | $5,103+90.6% | $4,644+109.4% | $4,761+104.3% |
| Participant deferral / active EE | $8,402 | $7,181+17.0% | $6,842+22.8% | $5,982+40.4% |
| Admin fee / account holder | $6,167 | $10,807-42.9% | $9,309-33.7% | $11,246-45.2% |