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 | $209,172 | $176,056+18.8% | $159,436+31.2% | $167,490+24.9% |
| Participation rate | 95.8% | 84.9%+10.9pp | 82.8%+13.0pp | 82.1%+13.7pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $9,612 | $5,297+81.5% | $4,829+99.0% | $4,837+98.7% |
| Participant deferral / active EE | $12,577 | $7,750+62.3% | $7,352+71.1% | $6,341+98.3% |
| Admin fee / account holder | $4,392 | $12,554-65.0% | $10,799-59.3% | $12,309-64.3% |