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 | $152,854 | $84,233+81.5% | $170,442-10.3% | $70,131+118.0% |
| Participation rate | 96.4% | 70.8%+25.6pp | 83.6%+12.8pp | 69.5%+26.9pp |
| Annual return | 30.74% | 23.06%+7.7pp | 205.93%-175.2pp | 73.14%-42.4pp |
| Employer contribution / active EE | $9,901 | $3,387+192.3% | $5,433+82.3% | $2,342+322.7% |
| Participant deferral / active EE | $6,051 | $3,086+96.1% | $4,939+22.5% | $3,332+81.6% |
| Admin fee / account holder | $8,063 | $5,698+41.5% | $13,880-41.9% | $4,645+73.6% |