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 3-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 | $234,512 | $154,228+52.1% | $145,433+61.3% | $137,256+70.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.21% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $12,045 | $4,804+150.7% | $4,554+164.5% | $4,156+189.8% |
| Participant deferral / active EE | $33,213 | $8,216+304.2% | $7,897+320.6% | $6,407+418.4% |
| Admin fee / account holder | $504 | $14,344-96.5% | $13,129-96.2% | $12,270-95.9% |