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 | $171,068 | $154,228+10.9% | $145,433+17.6% | $137,256+24.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.32% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.0pp |
| Employer contribution / active EE | $9,222 | $4,804+92.0% | $4,554+102.5% | $4,156+121.9% |
| Participant deferral / active EE | $30,981 | $8,216+277.1% | $7,897+292.3% | $6,407+383.6% |
| Admin fee / account holder | $18,476 | $14,344+28.8% | $13,129+40.7% | $12,270+50.6% |