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 | $149,295 | $71,050+110.1% | $93,606+59.5% | $80,856+84.6% |
| Participation rate | 92.6% | 60.4%+32.2pp | 68.7%+23.9pp | 67.6%+25.0pp |
| Annual return | 12.94% | 11.26%+1.7pp | 133.20%-120.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $4,210 | $1,564+169.2% | $2,420+74.0% | $2,755+52.8% |
| Participant deferral / active EE | $6,176 | $4,034+53.1% | $4,411+40.0% | $4,296+43.8% |
| Admin fee / account holder | $1,636 | $6,945-76.4% | $8,285-80.3% | $6,918-76.4% |