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 | $158,213 | $148,534+6.5% | $135,903+16.4% | $139,434+13.5% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 22.16% | 79.19%-57.0pp | 68.23%-46.1pp | 372.94%-350.8pp |
| Employer contribution / active EE | $2,819 | $5,243-46.2% | $4,856-42.0% | $4,751-40.7% |
| Participant deferral / active EE | $7,017 | $8,100-13.4% | $7,758-9.5% | $6,710+4.6% |
| Admin fee / account holder | $57,152 | $12,400+360.9% | $10,762+431.1% | $11,403+401.2% |