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 6-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 | $201,160 | $109,881+83.1% | $150,045+34.1% | $84,808+137.2% |
| Participation rate | 92.9% | 76.1%+16.8pp | 82.3%+10.5pp | 68.3%+24.5pp |
| Annual return | 16.20% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,310 | $3,561-7.0% | $4,693-29.5% | $2,631+25.8% |
| Participant deferral / active EE | $10,199 | $6,636+53.7% | $7,997+27.5% | $4,212+142.2% |
| Admin fee / account holder | $2,941 | $8,568-65.7% | $13,435-78.1% | $7,344-60.0% |