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 | $220,751 | $159,602+38.3% | $150,045+47.1% | $142,382+55.0% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 19.05% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $7,023 | $4,961+41.6% | $4,693+49.6% | $4,299+63.4% |
| Participant deferral / active EE | $13,847 | $8,310+66.6% | $7,997+73.1% | $6,507+112.8% |
| Admin fee / account holder | $10,223 | $14,846-31.1% | $13,435-23.9% | $12,624-19.0% |