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 | $140,257 | $77,503+81.0% | $100,391+39.7% | $80,856+73.5% |
| Participation rate | 72.6% | 76.9%-4.3pp | 81.5%-8.9pp | 67.6%+5.0pp |
| Annual return | 13.10% | 37.20%-24.1pp | 49.20%-36.1pp | 35.59%-22.5pp |
| Employer contribution / active EE | $6,019 | $2,801+114.9% | $3,942+52.7% | $2,755+118.5% |
| Participant deferral / active EE | $5,368 | $6,820-21.3% | $8,082-33.6% | $4,296+25.0% |
| Admin fee / account holder | $15,451 | $5,897+162.0% | $7,899+95.6% | $6,918+123.4% |