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 4-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 | $219,482 | $95,266+130.4% | $82,389+166.4% | $142,382+54.1% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | 18.95% | 25.74%-6.8pp | 28.67%-9.7pp | 217.08%-198.1pp |
| Employer contribution / active EE | $10,447 | $2,991+249.3% | $2,517+315.0% | $4,299+143.0% |
| Participant deferral / active EE | $1,557 | $4,809-67.6% | $4,155-62.5% | $6,507-76.1% |
| Admin fee / account holder | $908 | $8,563-89.4% | $7,231-87.4% | $12,624-92.8% |