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 | $158,178 | $89,355+77.0% | $141,162+12.1% | $72,985+116.7% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 20.56% | 111.85%-91.3pp | 71.39%-50.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $786 | $3,114-74.8% | $4,735-83.4% | $2,440-67.8% |
| Participant deferral / active EE | $6,024 | $5,418+11.2% | $6,709-10.2% | $3,607+67.0% |
| Admin fee / account holder | $1,332 | $5,958-77.6% | $10,261-87.0% | $5,124-74.0% |