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 8-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 | $181,172 | $86,699+109.0% | $73,307+147.1% | $125,391+44.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 74.9%+5.1pp | 83.2%-3.2pp |
| Annual return | 25.85% | 2.78%+23.1pp | 5.67%+20.2pp | 282.22%-256.4pp |
| Employer contribution / active EE | $2,822 | $4,152-32.0% | $3,237-12.8% | $4,866-42.0% |
| Participant deferral / active EE | $10,013 | $5,550+80.4% | $4,991+100.6% | $5,352+87.1% |
| Admin fee / account holder | $1,639 | $7,771-78.9% | $5,637-70.9% | $9,540-82.8% |