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 | $119,785 | $80,717+48.4% | $154,803-22.6% | $84,808+41.2% |
| Participation rate | 84.6% | 66.8%+17.8pp | 78.1%+6.5pp | 68.3%+16.3pp |
| Annual return | 19.74% | 37.96%-18.2pp | 58.88%-39.1pp | 40.90%-21.2pp |
| Employer contribution / active EE | $3,855 | $2,761+39.6% | $4,305-10.5% | $2,631+46.5% |
| Participant deferral / active EE | $8,461 | $3,303+156.2% | $5,540+52.7% | $4,212+100.9% |
| Admin fee / account holder | $1,805 | $6,746-73.2% | $14,329-87.4% | $7,344-75.4% |