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 | $193,559 | $103,966+86.2% | $112,887+71.5% | $75,163+157.5% |
| Participation rate | 94.2% | 75.7%+18.6pp | 80.5%+13.7pp | 67.2%+27.0pp |
| Annual return | 22.30% | 24.54%-2.2pp | 34.10%-11.8pp | 160.62%-138.3pp |
| Employer contribution / active EE | $2,304 | $3,870-40.5% | $4,563-49.5% | $2,670-13.7% |
| Participant deferral / active EE | $18,402 | $5,456+237.3% | $6,513+182.5% | $4,125+346.1% |
| Admin fee / account holder | $680 | $7,663-91.1% | $7,047-90.4% | $5,651-88.0% |