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 | $199,413 | $109,881+81.5% | $150,045+32.9% | $84,808+135.1% |
| Participation rate | 97.4% | 76.1%+21.4pp | 82.3%+15.1pp | 68.3%+29.1pp |
| Annual return | 17.36% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $4,553 | $3,561+27.9% | $4,693-3.0% | $2,631+73.1% |
| Participant deferral / active EE | $13,442 | $6,636+102.6% | $7,997+68.1% | $4,212+219.2% |
| Admin fee / account holder | $12,369 | $8,568+44.4% | $13,435-7.9% | $7,344+68.4% |