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 | $184,089 | $107,452+71.3% | $91,541+101.1% | $142,382+29.3% |
| Participation rate | 72.7% | 75.1%-2.3pp | 69.8%+3.0pp | 80.1%-7.4pp |
| Annual return | 16.77% | 22.06%-5.3pp | 20.50%-3.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,640 | $2,994+21.6% | $2,505+45.3% | $4,299-15.3% |
| Participant deferral / active EE | $6,052 | $4,754+27.3% | $4,008+51.0% | $6,507-7.0% |
| Admin fee / account holder | $61,920 | $8,834+600.9% | $6,956+790.1% | $12,624+390.5% |