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 | $163,963 | $109,881+49.2% | $150,045+9.3% | $84,808+93.3% |
| Participation rate | 89.6% | 76.1%+13.5pp | 82.3%+7.3pp | 68.3%+21.3pp |
| Annual return | 21.85% | 28.25%-6.4pp | 62.55%-40.7pp | 40.90%-19.0pp |
| Employer contribution / active EE | $4,101 | $3,561+15.2% | $4,693-12.6% | $2,631+55.9% |
| Participant deferral / active EE | $16,080 | $6,636+142.3% | $7,997+101.1% | $4,212+281.8% |
| Admin fee / account holder | $5,498 | $8,568-35.8% | $13,435-59.1% | $7,344-25.1% |