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 | $209,117 | $127,065+64.6% | $113,168+84.8% | $142,382+46.9% |
| Participation rate | 93.8% | 79.2%+14.5pp | 76.6%+17.2pp | 80.1%+13.6pp |
| Annual return | 12.88% | 24.03%-11.2pp | 24.27%-11.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,169 | $3,442-37.0% | $2,975-27.1% | $4,299-49.6% |
| Participant deferral / active EE | $7,231 | $5,716+26.5% | $5,107+41.6% | $6,507+11.1% |
| Admin fee / account holder | $32,236 | $15,736+104.9% | $12,068+167.1% | $12,624+155.4% |