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 | $140,541 | $111,535+26.0% | $105,223+33.6% | $137,256+2.4% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 13.25% | 237.85%-224.6pp | 180.65%-167.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $7,281 | $3,939+84.8% | $3,689+97.4% | $4,156+75.2% |
| Participant deferral / active EE | $8,961 | $5,500+62.9% | $5,072+76.7% | $6,407+39.9% |
| Admin fee / account holder | $1,713 | $9,721-82.4% | $8,859-80.7% | $12,270-86.0% |