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 | $163,186 | $159,602+2.2% | $150,045+8.8% | $142,382+14.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 14.51% | 70.24%-55.7pp | 62.55%-48.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $24,191 | $4,961+387.7% | $4,693+415.5% | $4,299+462.7% |
| Participant deferral / active EE | $20,491 | $8,310+146.6% | $7,997+156.2% | $6,507+214.9% |
| Admin fee / account holder | $1,324 | $14,846-91.1% | $13,435-90.1% | $12,624-89.5% |