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 | $134,974 | $109,881+22.8% | $150,045-10.0% | $84,808+59.2% |
| Participation rate | 87.5% | 76.1%+11.4pp | 82.3%+5.2pp | 68.3%+19.2pp |
| Annual return | 20.37% | 28.25%-7.9pp | 62.55%-42.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $6,964 | $3,561+95.6% | $4,693+48.4% | $2,631+164.7% |
| Participant deferral / active EE | $11,459 | $6,636+72.7% | $7,997+43.3% | $4,212+172.1% |
| Admin fee / account holder | $17,429 | $8,568+103.4% | $13,435+29.7% | $7,344+137.3% |