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 | $218,795 | $125,758+74.0% | $169,993+28.7% | $75,163+191.1% |
| Participation rate | 75.7% | 83.6%-7.9pp | 87.0%-11.3pp | 67.2%+8.5pp |
| Annual return | 17.35% | 27.20%-9.8pp | 53.37%-36.0pp | 160.62%-143.3pp |
| Employer contribution / active EE | $5,145 | $4,615+11.5% | $6,785-24.2% | $2,670+92.7% |
| Participant deferral / active EE | $14,388 | $6,837+110.4% | $10,408+38.2% | $4,125+248.8% |
| Admin fee / account holder | $12,380 | $8,173+51.5% | $12,815-3.4% | $5,651+119.1% |