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 | $145,362 | $65,365+122.4% | $92,893+56.5% | $72,985+99.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.15% | 42.10%-23.0pp | 109.41%-90.3pp | 81.00%-61.8pp |
| Employer contribution / active EE | $4,173 | $2,594+60.9% | $3,653+14.2% | $2,440+71.0% |
| Participant deferral / active EE | $4,932 | $3,128+57.6% | $4,236+16.4% | $3,607+36.7% |
| Admin fee / account holder | $8,387 | $4,251+97.3% | $5,794+44.8% | $5,124+63.7% |