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 | $217,935 | $154,228+41.3% | $145,433+49.9% | $137,256+58.8% |
| Participation rate | 73.7% | 83.8%-10.1pp | 82.1%-8.4pp | 80.0%-6.3pp |
| Annual return | 16.48% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,993 | $4,804-16.9% | $4,554-12.3% | $4,156-3.9% |
| Participant deferral / active EE | $14,642 | $8,216+78.2% | $7,897+85.4% | $6,407+128.5% |
| Admin fee / account holder | $8,148 | $14,344-43.2% | $13,129-37.9% | $12,270-33.6% |