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 8-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 | $238,699 | $89,355+167.1% | $141,162+69.1% | $72,985+227.1% |
| Participation rate | 85.7% | 75.1%+10.6pp | 82.5%+3.2pp | 69.5%+16.2pp |
| Annual return | 22.87% | 111.85%-89.0pp | 71.39%-48.5pp | 81.00%-58.1pp |
| Employer contribution / active EE | $2,878 | $3,114-7.6% | $4,735-39.2% | $2,440+17.9% |
| Participant deferral / active EE | $9,972 | $5,418+84.0% | $6,709+48.6% | $3,607+176.4% |
| Admin fee / account holder | $1,570 | $5,958-73.7% | $10,261-84.7% | $5,124-69.4% |