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 | $121,429 | $79,013+53.7% | $100,391+21.0% | $74,495+63.0% |
| Participation rate | 87.0% | 79.5%+7.5pp | 81.5%+5.5pp | 67.2%+19.8pp |
| Annual return | 19.96% | 20.41%-0.4pp | 49.20%-29.2pp | 1364.94%-1345.0pp |
| Employer contribution / active EE | $5,272 | $3,021+74.5% | $3,942+33.7% | $2,623+101.0% |
| Participant deferral / active EE | $9,763 | $7,760+25.8% | $8,082+20.8% | $4,346+124.7% |
| Admin fee / account holder | $15,916 | $1,320+1105.8% | $7,899+101.5% | $1,942+719.7% |