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 | $99,886 | $78,520+27.2% | $96,576+3.4% | $82,448+21.2% |
| Participation rate | 97.0% | 77.7%+19.2pp | 81.4%+15.5pp | 68.1%+28.9pp |
| Annual return | 25.17% | 41.30%-16.1pp | 38.47%-13.3pp | 41.64%-16.5pp |
| Employer contribution / active EE | $6,141 | $2,630+133.5% | $3,553+72.8% | $2,551+140.7% |
| Participant deferral / active EE | $23,686 | $6,754+250.7% | $7,956+197.7% | $4,139+472.2% |
| Admin fee / account holder | $20,770 | $13,455+54.4% | $11,381+82.5% | $7,234+187.1% |