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 3-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 | $156,716 | $81,460+92.4% | $103,333+51.7% | $80,856+93.8% |
| Participation rate | 96.2% | 66.8%+29.3pp | 74.5%+21.6pp | 67.6%+28.5pp |
| Annual return | 12.74% | 25.55%-12.8pp | 24.88%-12.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $3,276 | $3,105+5.5% | $3,868-15.3% | $2,755+18.9% |
| Participant deferral / active EE | $6,127 | $3,869+58.4% | $5,057+21.1% | $4,296+42.6% |
| Admin fee / account holder | $885 | $6,566-86.5% | $8,355-89.4% | $6,918-87.2% |