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 4-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 | $237,729 | $95,266+149.5% | $82,389+188.5% | $142,382+67.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 11.45% | 25.74%-14.3pp | 28.67%-17.2pp | 217.08%-205.6pp |
| Employer contribution / active EE | $3,069 | $2,991+2.6% | $2,517+21.9% | $4,299-28.6% |
| Participant deferral / active EE | $5,204 | $4,809+8.2% | $4,155+25.3% | $6,507-20.0% |
| Admin fee / account holder | $2,525 | $8,563-70.5% | $7,231-65.1% | $12,624-80.0% |