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 | $182,267 | $154,228+18.2% | $145,433+25.3% | $137,256+32.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.30% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $6,958 | $4,804+44.8% | $4,554+52.8% | $4,156+67.4% |
| Participant deferral / active EE | $24,118 | $8,216+193.5% | $7,897+205.4% | $6,407+276.4% |
| Admin fee / account holder | $64,927 | $14,344+352.7% | $13,129+394.5% | $12,270+429.1% |