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 | $212,035 | $159,602+32.9% | $150,045+41.3% | $142,382+48.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 22.26% | 70.24%-48.0pp | 62.55%-40.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $2,503 | $4,961-49.6% | $4,693-46.7% | $4,299-41.8% |
| Participant deferral / active EE | $6,270 | $8,310-24.5% | $7,997-21.6% | $6,507-3.6% |
| Admin fee / account holder | $6,076 | $14,846-59.1% | $13,435-54.8% | $12,624-51.9% |