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 3-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 | $236,976 | $117,841+101.1% | $102,423+131.4% | $145,922+62.4% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 11.93% | 31.65%-19.7pp | 29.32%-17.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,649 | $3,615-26.7% | $3,023-12.4% | $4,660-43.2% |
| Participant deferral / active EE | $7,082 | $5,731+23.6% | $5,053+40.2% | $6,688+5.9% |
| Admin fee / account holder | $10,721 | $13,326-19.6% | $9,451+13.4% | $13,397-20.0% |