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 6-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 | $186,029 | $74,888+148.4% | $71,209+161.2% | $142,382+30.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 13.17% | 345.14%-332.0pp | 282.51%-269.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $3,888 | $2,854+36.2% | $2,721+42.9% | $4,299-9.6% |
| Participant deferral / active EE | $8,952 | $4,454+101.0% | $4,175+114.4% | $6,507+37.6% |
| Admin fee / account holder | $2,219 | $5,568-60.1% | $5,349-58.5% | $12,624-82.4% |