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 5-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 | $224,391 | $178,174+25.9% | $156,181+43.7% | $137,256+63.5% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 20.05% | 84.19%-64.1pp | 64.87%-44.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,312 | $4,972-53.5% | $4,294-46.2% | $4,156-44.4% |
| Participant deferral / active EE | $15,723 | $6,888+128.3% | $6,132+156.4% | $6,407+145.4% |
| Admin fee / account holder | $1,323 | $17,404-92.4% | $14,586-90.9% | $12,270-89.2% |