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 4-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 | $188,066 | $114,381+64.4% | $107,525+74.9% | $142,382+32.1% |
| Participation rate | 82.4% | 78.1%+4.2pp | 75.1%+7.3pp | 80.1%+2.2pp |
| Annual return | 16.01% | 242.71%-226.7pp | 181.32%-165.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $12,183 | $4,015+203.5% | $3,754+224.6% | $4,299+183.4% |
| Participant deferral / active EE | $2,871 | $5,564-48.4% | $5,116-43.9% | $6,507-55.9% |
| Admin fee / account holder | $2,164 | $9,860-78.1% | $8,919-75.7% | $12,624-82.9% |