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 8-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 | $179,775 | $97,125+85.1% | $86,233+108.5% | $137,256+31.0% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 15.10% | 74.19%-59.1pp | 61.39%-46.3pp | 220.34%-205.2pp |
| Employer contribution / active EE | $5,072 | $2,841+78.5% | $2,504+102.5% | $4,156+22.0% |
| Participant deferral / active EE | $14,122 | $5,180+172.6% | $4,559+209.8% | $6,407+120.4% |
| Admin fee / account holder | $2,119 | $9,725-78.2% | $8,342-74.6% | $12,270-82.7% |