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 9-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 | $129,215 | $80,968+59.6% | $96,544+33.8% | $75,163+71.9% |
| Participation rate | 80.0% | 71.8%+8.2pp | 76.0%+4.0pp | 67.2%+12.8pp |
| Annual return | 13.51% | 27.06%-13.6pp | 25.84%-12.3pp | 160.62%-147.1pp |
| Employer contribution / active EE | $2,248 | $2,282-1.5% | $2,965-24.2% | $2,670-15.8% |
| Participant deferral / active EE | $8,389 | $3,928+113.6% | $4,851+72.9% | $4,125+103.4% |
| Admin fee / account holder | $889 | $6,724-86.8% | $8,252-89.2% | $5,651-84.3% |