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 | $91,280 | $163,101-44.0% | $136,749-33.3% | $142,382-35.9% |
| Participation rate | 80.0% | 78.2%+1.8pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 20.78% | 27.54%-6.8pp | 24.33%-3.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,438 | $4,117-40.8% | $3,400-28.3% | $4,299-43.3% |
| Participant deferral / active EE | $13,907 | $5,585+149.0% | $4,692+196.4% | $6,507+113.7% |
| Admin fee / account holder | $489 | $14,318-96.6% | $11,386-95.7% | $12,624-96.1% |