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 | $123,669 | $69,207+78.7% | $64,056+93.1% | $139,434-11.3% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 16.96% | 45.88%-28.9pp | 33.69%-16.7pp | 372.94%-356.0pp |
| Employer contribution / active EE | $5,322 | $3,182+67.2% | $2,747+93.8% | $4,751+12.0% |
| Participant deferral / active EE | $4,433 | $4,682-5.3% | $3,880+14.3% | $6,710-33.9% |
| Admin fee / account holder | $1,155 | $4,244-72.8% | $3,068-62.4% | $11,403-89.9% |