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 6-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 | $174,729 | $154,117+13.4% | $129,995+34.4% | $139,434+25.3% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 14.56% | 32.48%-17.9pp | -137.18%+151.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $5,714 | $5,289+8.0% | $4,320+32.3% | $4,751+20.3% |
| Participant deferral / active EE | $13,246 | $6,710+97.4% | $5,820+127.6% | $6,710+97.4% |
| Admin fee / account holder | $827 | $14,007-94.1% | $10,614-92.2% | $11,403-92.8% |