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 | $142,490 | $100,773+41.4% | $88,946+60.2% | $142,382+0.1% |
| Participation rate | 72.7% | 74.3%-1.6pp | 68.8%+3.9pp | 80.1%-7.4pp |
| Annual return | 34.35% | 70.18%-35.8pp | 57.82%-23.5pp | 217.08%-182.7pp |
| Employer contribution / active EE | $2,020 | $2,918-30.8% | $2,555-20.9% | $4,299-53.0% |
| Participant deferral / active EE | $9,370 | $5,230+79.2% | $4,581+104.5% | $6,507+44.0% |
| Admin fee / account holder | $815 | $9,693-91.6% | $8,261-90.1% | $12,624-93.5% |