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 | $171,996 | $177,572-3.1% | $154,803+11.1% | $142,382+20.8% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.1%+17.6pp | 80.1%+15.5pp |
| Annual return | 17.13% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $7,211 | $4,810+49.9% | $4,305+67.5% | $4,299+67.7% |
| Participant deferral / active EE | $7,150 | $6,272+14.0% | $5,540+29.1% | $6,507+9.9% |
| Admin fee / account holder | $4,135 | $16,786-75.4% | $14,329-71.1% | $12,624-67.2% |