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 3-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 | $231,656 | $95,803+141.8% | $113,168+104.7% | $84,808+173.2% |
| Participation rate | 79.3% | 72.9%+6.4pp | 76.6%+2.7pp | 68.3%+11.0pp |
| Annual return | 18.20% | 25.00%-6.8pp | 24.27%-6.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,239 | $2,360-5.1% | $2,975-24.7% | $2,631-14.9% |
| Participant deferral / active EE | $9,321 | $4,242+119.7% | $5,107+82.5% | $4,212+121.3% |
| Admin fee / account holder | $1,852 | $8,989-79.4% | $12,068-84.7% | $7,344-74.8% |