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 4-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 | $155,903 | $106,515+46.4% | $96,683+61.3% | $139,434+11.8% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 18.63% | 38.43%-19.8pp | 35.69%-17.1pp | 372.94%-354.3pp |
| Employer contribution / active EE | $3,430 | $4,103-16.4% | $3,737-8.2% | $4,751-27.8% |
| Participant deferral / active EE | $15,200 | $5,454+178.7% | $4,878+211.6% | $6,710+126.5% |
| Admin fee / account holder | $886 | $7,877-88.8% | $6,730-86.8% | $11,403-92.2% |