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 4-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 | $166,193 | $109,881+51.2% | $150,045+10.8% | $84,808+96.0% |
| Participation rate | 89.7% | 76.1%+13.7pp | 82.3%+7.4pp | 68.3%+21.4pp |
| Annual return | 15.33% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,477 | $3,561-2.4% | $4,693-25.9% | $2,631+32.2% |
| Participant deferral / active EE | $8,580 | $6,636+29.3% | $7,997+7.3% | $4,212+103.7% |
| Admin fee / account holder | $3,316 | $8,568-61.3% | $13,435-75.3% | $7,344-54.8% |