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 | $180,494 | $78,422+130.2% | $95,952+88.1% | $79,858+126.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.45% | 19.37%-3.9pp | 91.61%-76.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $6,066 | $1,945+211.8% | $2,541+138.7% | $2,471+145.5% |
| Participant deferral / active EE | $8,569 | $3,440+149.1% | $4,167+105.7% | $3,740+129.1% |
| Admin fee / account holder | $7,260 | $5,622+29.1% | $6,795+6.8% | $5,306+36.8% |