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 3-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 | $168,238 | $183,519-8.3% | $155,509+8.2% | $145,922+15.3% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 75.14% | 61.17%+14.0pp | 64.67%+10.5pp | 561.29%-486.1pp |
| Employer contribution / active EE | $15,086 | $5,313+184.0% | $4,672+222.9% | $4,660+223.8% |
| Participant deferral / active EE | $15,404 | $6,462+138.4% | $5,626+173.8% | $6,688+130.3% |
| Admin fee / account holder | $13,113 | $19,313-32.1% | $15,912-17.6% | $13,397-2.1% |