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 | $82,961 | $209,336-60.4% | $197,124-57.9% | $137,256-39.6% |
| Participation rate | 92.3% | 87.3%+5.0pp | 86.7%+5.6pp | 80.0%+12.3pp |
| Annual return | 21.29% | 48.09%-26.8pp | 44.34%-23.1pp | 220.34%-199.0pp |
| Employer contribution / active EE | $12,671 | $6,591+92.3% | $6,227+103.5% | $4,156+204.9% |
| Participant deferral / active EE | $10,790 | $9,614+12.2% | $9,135+18.1% | $6,407+68.4% |
| Admin fee / account holder | $12,346 | $17,308-28.7% | $16,298-24.2% | $12,270+0.6% |