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 | $95,453+142.7% | $112,040+106.8% | $82,448+181.0% |
| Participation rate | 79.3% | 72.8%+6.6pp | 76.5%+2.8pp | 68.1%+11.2pp |
| Annual return | 18.20% | 23.92%-5.7pp | 24.52%-6.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,239 | $2,318-3.4% | $2,954-24.2% | $2,551-12.2% |
| Participant deferral / active EE | $9,321 | $4,224+120.7% | $5,098+82.8% | $4,139+125.2% |
| Admin fee / account holder | $1,852 | $9,013-79.5% | $12,098-84.7% | $7,234-74.4% |