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 4-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 | $238,306 | $81,248+193.3% | $155,509+53.2% | $80,856+194.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 22.70% | 33.31%-10.6pp | 64.67%-42.0pp | 35.59%-12.9pp |
| Employer contribution / active EE | $36,754 | $3,100+1085.5% | $4,672+686.6% | $2,755+1234.2% |
| Participant deferral / active EE | $23,007 | $3,452+566.6% | $5,626+308.9% | $4,296+435.6% |
| Admin fee / account holder | $5,345 | $7,997-33.2% | $15,912-66.4% | $6,918-22.7% |