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 5-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 | $225,070 | $125,758+79.0% | $169,993+32.4% | $75,163+199.4% |
| Participation rate | 77.8% | 83.6%-5.8pp | 87.0%-9.2pp | 67.2%+10.6pp |
| Annual return | 17.27% | 27.20%-9.9pp | 53.37%-36.1pp | 160.62%-143.4pp |
| Employer contribution / active EE | $5,314 | $4,615+15.2% | $6,785-21.7% | $2,670+99.0% |
| Participant deferral / active EE | $8,267 | $6,837+20.9% | $10,408-20.6% | $4,125+100.4% |
| Admin fee / account holder | $15,690 | $8,173+92.0% | $12,815+22.4% | $5,651+177.7% |