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 | $172,519 | $159,602+8.1% | $150,045+15.0% | $142,382+21.2% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 22.49% | 70.24%-47.8pp | 62.55%-40.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $6,818 | $4,961+37.4% | $4,693+45.3% | $4,299+58.6% |
| Participant deferral / active EE | $29,058 | $8,310+249.7% | $7,997+263.4% | $6,507+346.5% |
| Admin fee / account holder | $39,480 | $14,846+165.9% | $13,435+193.9% | $12,624+212.7% |