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 | $202,470 | $109,881+84.3% | $150,045+34.9% | $84,808+138.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 73.38% | 28.25%+45.1pp | 62.55%+10.8pp | 40.90%+32.5pp |
| Employer contribution / active EE | $13,519 | $3,561+279.6% | $4,693+188.1% | $2,631+413.8% |
| Participant deferral / active EE | $18,760 | $6,636+182.7% | $7,997+134.6% | $4,212+345.4% |
| Admin fee / account holder | $11,181 | $8,568+30.5% | $13,435-16.8% | $7,344+52.2% |