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 | $142,421 | $109,881+29.6% | $150,045-5.1% | $84,808+67.9% |
| Participation rate | 94.4% | 76.1%+18.4pp | 82.3%+12.1pp | 68.3%+26.1pp |
| Annual return | 36.41% | 28.25%+8.2pp | 62.55%-26.1pp | 40.90%-4.5pp |
| Employer contribution / active EE | $17,188 | $3,561+382.7% | $4,693+266.2% | $2,631+553.3% |
| Participant deferral / active EE | $8,575 | $6,636+29.2% | $7,997+7.2% | $4,212+103.6% |
| Admin fee / account holder | $2,235 | $8,568-73.9% | $13,435-83.4% | $7,344-69.6% |