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 | $239,876 | $148,534+61.5% | $135,903+76.5% | $139,434+72.0% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 18.56% | 79.19%-60.6pp | 68.23%-49.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $9,023 | $5,243+72.1% | $4,856+85.8% | $4,751+89.9% |
| Participant deferral / active EE | $6,424 | $8,100-20.7% | $7,758-17.2% | $6,710-4.3% |
| Admin fee / account holder | $2,140 | $12,400-82.7% | $10,762-80.1% | $11,403-81.2% |