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 8-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 | $172,415 | $55,706+209.5% | $75,886+127.2% | $72,985+136.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 28.47% | 27.59%+0.9pp | 30.76%-2.3pp | 81.00%-52.5pp |
| Employer contribution / active EE | $36,192 | $1,687+2045.9% | $2,500+1347.5% | $2,440+1383.4% |
| Participant deferral / active EE | $19,775 | $2,634+650.8% | $3,603+448.9% | $3,607+448.2% |
| Admin fee / account holder | $8,513 | $3,978+114.0% | $5,418+57.1% | $5,124+66.1% |