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 5-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 | $150,142 | $108,825+38.0% | $156,181-3.9% | $82,448+82.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 17.10% | 20.59%-3.5pp | 64.87%-47.8pp | 41.64%-24.5pp |
| Employer contribution / active EE | $4,617 | $2,870+60.9% | $4,294+7.5% | $2,551+81.0% |
| Participant deferral / active EE | $10,220 | $4,577+123.3% | $6,132+66.7% | $4,139+146.9% |
| Admin fee / account holder | $14,787 | $9,341+58.3% | $14,586+1.4% | $7,234+104.4% |