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 | $115,496 | $77,503+49.0% | $100,391+15.0% | $80,856+42.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 16.92% | 37.20%-20.3pp | 49.20%-32.3pp | 35.59%-18.7pp |
| Employer contribution / active EE | $7,473 | $2,801+166.8% | $3,942+89.6% | $2,755+171.3% |
| Participant deferral / active EE | $12,116 | $6,820+77.6% | $8,082+49.9% | $4,296+182.0% |
| Admin fee / account holder | $1,755 | $5,897-70.2% | $7,899-77.8% | $6,918-74.6% |