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 | $176,558 | $95,803+84.3% | $113,168+56.0% | $84,808+108.2% |
| Participation rate | 91.7% | 72.9%+18.8pp | 76.6%+15.1pp | 68.3%+23.4pp |
| Annual return | 28.37% | 25.00%+3.4pp | 24.27%+4.1pp | 40.90%-12.5pp |
| Employer contribution / active EE | $8,982 | $2,360+280.6% | $2,975+201.9% | $2,631+241.4% |
| Participant deferral / active EE | $12,189 | $4,242+187.3% | $5,107+138.7% | $4,212+189.4% |
| Admin fee / account holder | $625 | $8,989-93.0% | $12,068-94.8% | $7,344-91.5% |