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 | $109,413+37.2% | $156,263-3.9% | $84,808+77.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 17.10% | 20.18%-3.1pp | 59.47%-42.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $4,617 | $2,907+58.8% | $4,333+6.6% | $2,631+75.5% |
| Participant deferral / active EE | $10,220 | $4,590+122.7% | $6,158+66.0% | $4,212+142.7% |
| Admin fee / account holder | $14,787 | $9,357+58.0% | $14,255+3.7% | $7,344+101.4% |