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 | $168,218 | $111,754+50.5% | $103,333+62.8% | $145,922+15.3% |
| Participation rate | 95.7% | 77.9%+17.7pp | 74.5%+21.1pp | 80.3%+15.4pp |
| Annual return | 15.32% | 24.77%-9.4pp | 24.88%-9.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $14,418 | $4,212+242.3% | $3,868+272.8% | $4,660+209.4% |
| Participant deferral / active EE | $12,575 | $5,619+123.8% | $5,057+148.6% | $6,688+88.0% |
| Admin fee / account holder | $3,178 | $9,750-67.4% | $8,355-62.0% | $13,397-76.3% |