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 | $155,579 | $97,125+60.2% | $86,233+80.4% | $137,256+13.3% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.0%+18.5pp | 80.0%+7.5pp |
| Annual return | 20.95% | 74.19%-53.2pp | 61.39%-40.4pp | 220.34%-199.4pp |
| Employer contribution / active EE | $5,982 | $2,841+110.5% | $2,504+138.9% | $4,156+43.9% |
| Participant deferral / active EE | $20,550 | $5,180+296.7% | $4,559+350.7% | $6,407+220.7% |
| Admin fee / account holder | $314 | $9,725-96.8% | $8,342-96.2% | $12,270-97.4% |