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 | $147,904 | $80,673+83.3% | $101,326+46.0% | $84,808+74.4% |
| Participation rate | 71.6% | 77.8%-6.2pp | 81.5%-9.9pp | 68.3%+3.3pp |
| Annual return | 15.83% | 38.95%-23.1pp | 36.82%-21.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $5,799 | $2,698+115.0% | $3,665+58.2% | $2,631+120.4% |
| Participant deferral / active EE | $4,669 | $6,840-31.7% | $7,994-41.6% | $4,212+10.9% |
| Admin fee / account holder | $17,464 | $12,784+36.6% | $11,185+56.1% | $7,344+137.8% |