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 | $114,023 | $74,888+52.3% | $71,209+60.1% | $142,382-19.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 16.14% | 345.14%-329.0pp | 282.51%-266.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,638 | $2,854+27.4% | $2,721+33.7% | $4,299-15.4% |
| Participant deferral / active EE | $5,187 | $4,454+16.4% | $4,175+24.2% | $6,507-20.3% |
| Admin fee / account holder | $12,709 | $5,568+128.2% | $5,349+137.6% | $12,624+0.7% |