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 | $163,868 | $115,770+41.5% | $101,248+61.8% | $158,922+3.1% |
| Participation rate | 86.7% | 79.4%+7.3pp | 75.8%+10.9pp | 82.0%+4.7pp |
| Annual return | 17.93% | 56.14%-38.2pp | 46.47%-28.5pp | 302.83%-284.9pp |
| Employer contribution / active EE | $2,641 | $4,175-36.7% | $3,660-27.8% | $4,761-44.5% |
| Participant deferral / active EE | $5,486 | $4,957+10.7% | $4,370+25.5% | $5,982-8.3% |
| Admin fee / account holder | $1,817 | $7,245-74.9% | $5,945-69.4% | $11,246-83.8% |