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 | $92,080 | $109,881-16.2% | $150,045-38.6% | $84,808+8.6% |
| Participation rate | 89.7% | 76.1%+13.6pp | 82.3%+7.3pp | 68.3%+21.3pp |
| Annual return | 22.47% | 28.25%-5.8pp | 62.55%-40.1pp | 40.90%-18.4pp |
| Employer contribution / active EE | $6,440 | $3,561+80.8% | $4,693+37.2% | $2,631+144.8% |
| Participant deferral / active EE | $13,999 | $6,636+111.0% | $7,997+75.1% | $4,212+232.4% |
| Admin fee / account holder | $12,656 | $8,568+47.7% | $13,435-5.8% | $7,344+72.3% |