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 | $155,574 | $95,266+63.3% | $82,389+88.8% | $142,382+9.3% |
| Participation rate | 86.7% | 74.5%+12.2pp | 69.5%+17.1pp | 80.1%+6.5pp |
| Annual return | 19.25% | 25.74%-6.5pp | 28.67%-9.4pp | 217.08%-197.8pp |
| Employer contribution / active EE | $7,913 | $2,991+164.6% | $2,517+214.4% | $4,299+84.1% |
| Participant deferral / active EE | $11,513 | $4,809+139.4% | $4,155+177.1% | $6,507+76.9% |
| Admin fee / account holder | $12,458 | $8,563+45.5% | $7,231+72.3% | $12,624-1.3% |