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 | $151,179 | $94,031+60.8% | $115,768+30.6% | $82,448+83.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 21.21% | 20.61%+0.6pp | 100.46%-79.3pp | 41.64%-20.4pp |
| Employer contribution / active EE | $7,360 | $2,323+216.8% | $2,940+150.4% | $2,551+188.5% |
| Participant deferral / active EE | $7,039 | $3,972+77.2% | $4,917+43.2% | $4,139+70.1% |
| Admin fee / account holder | $4,532 | $10,249-55.8% | $12,439-63.6% | $7,234-37.4% |