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 | $141,275 | $111,754+26.4% | $103,333+36.7% | $145,922-3.2% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 21.63% | 24.77%-3.1pp | 24.88%-3.2pp | 561.29%-539.7pp |
| Employer contribution / active EE | $4,374 | $4,212+3.8% | $3,868+13.1% | $4,660-6.1% |
| Participant deferral / active EE | $8,979 | $5,619+59.8% | $5,057+77.5% | $6,688+34.3% |
| Admin fee / account holder | $1,352 | $9,750-86.1% | $8,355-83.8% | $13,397-89.9% |