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 6-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 | $216,286 | $93,571+131.1% | $135,903+59.1% | $75,163+187.8% |
| Participation rate | 87.5% | 75.2%+12.3pp | 81.9%+5.6pp | 67.2%+20.3pp |
| Annual return | 31.01% | 30.90%+0.1pp | 68.23%-37.2pp | 160.62%-129.6pp |
| Employer contribution / active EE | $6,910 | $3,537+95.4% | $4,856+42.3% | $2,670+158.8% |
| Participant deferral / active EE | $7,616 | $6,404+18.9% | $7,758-1.8% | $4,125+84.6% |
| Admin fee / account holder | $4,385 | $6,975-37.1% | $10,762-59.3% | $5,651-22.4% |