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 | $191,470 | $114,381+67.4% | $107,525+78.1% | $142,382+34.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 18.53% | 242.71%-224.2pp | 181.32%-162.8pp | 217.08%-198.5pp |
| Employer contribution / active EE | $15,519 | $4,015+286.6% | $3,754+313.5% | $4,299+261.0% |
| Participant deferral / active EE | $16,868 | $5,564+203.2% | $5,116+229.7% | $6,507+159.2% |
| Admin fee / account holder | $971 | $9,860-90.1% | $8,919-89.1% | $12,624-92.3% |