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 9-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 | $116,286 | $74,927+55.2% | $101,794+14.2% | $84,808+37.1% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 13.93% | 18.70%-4.8pp | 30.53%-16.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $7,507 | $1,522+393.3% | $2,289+228.0% | $2,631+185.3% |
| Participant deferral / active EE | $11,899 | $3,099+284.0% | $4,084+191.4% | $4,212+182.5% |
| Admin fee / account holder | $10,238 | $6,514+57.2% | $8,777+16.6% | $7,344+39.4% |