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 | $248,120 | $106,749+132.4% | $145,433+70.6% | $82,448+200.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 37.87% | 27.59%+10.3pp | 66.58%-28.7pp | 41.64%-3.8pp |
| Employer contribution / active EE | $18,286 | $3,444+430.9% | $4,554+301.5% | $2,551+616.8% |
| Participant deferral / active EE | $13,693 | $6,519+110.1% | $7,897+73.4% | $4,139+230.8% |
| Admin fee / account holder | $1,892 | $8,390-77.4% | $13,129-85.6% | $7,234-73.8% |