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 7-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 | $219,109 | $118,427+85.0% | $66,042+231.8% | $142,382+53.9% |
| Participation rate | 73.9% | 68.1%+5.8pp | 67.5%+6.4pp | 80.1%-6.2pp |
| Annual return | 19.94% | 35.57%-15.6pp | 52.11%-32.2pp | 217.08%-197.1pp |
| Employer contribution / active EE | $3,667 | $2,570+42.7% | $1,579+132.2% | $4,299-14.7% |
| Participant deferral / active EE | $7,255 | $4,311+68.3% | $2,835+155.9% | $6,507+11.5% |
| Admin fee / account holder | $1,484 | $9,593-84.5% | $5,747-74.2% | $12,624-88.2% |