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 | $136,735 | $146,267-6.5% | $197,124-30.6% | $82,448+65.8% |
| Participation rate | 97.2% | 84.0%+13.2pp | 86.7%+10.5pp | 68.1%+29.2pp |
| Annual return | 16.22% | 29.61%-13.4pp | 44.34%-28.1pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,730 | $4,723-63.4% | $6,227-72.2% | $2,551-32.2% |
| Participant deferral / active EE | $19,407 | $7,035+175.9% | $9,135+112.5% | $4,139+368.9% |
| Admin fee / account holder | $16,336 | $14,422+13.3% | $16,298+0.2% | $7,234+125.8% |