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 | $213,031 | $109,881+93.9% | $150,045+42.0% | $84,808+151.2% |
| Participation rate | 76.9% | 76.1%+0.8pp | 82.3%-5.4pp | 68.3%+8.6pp |
| Annual return | 20.38% | 28.25%-7.9pp | 62.55%-42.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $2,873 | $3,561-19.3% | $4,693-38.8% | $2,631+9.2% |
| Participant deferral / active EE | $9,044 | $6,636+36.3% | $7,997+13.1% | $4,212+114.7% |
| Admin fee / account holder | $1,537 | $8,568-82.1% | $13,435-88.6% | $7,344-79.1% |