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 | $29,185 | $157,256-81.4% | $141,162-79.3% | $152,861-80.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 146.13% | 64.32%+81.8pp | 71.39%+74.7pp | 345.32%-199.2pp |
| Employer contribution / active EE | $6,637 | $5,261+26.2% | $4,735+40.2% | $4,762+39.4% |
| Participant deferral / active EE | $11,986 | $7,109+68.6% | $6,709+78.7% | $5,850+104.9% |
| Admin fee / account holder | $2,447 | $12,120-79.8% | $10,261-76.2% | $11,596-78.9% |