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 6-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 | $239,403 | $152,587+56.9% | $125,175+91.3% | $152,861+56.6% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 18.07% | 54.84%-36.8pp | 43.79%-25.7pp | 345.32%-327.2pp |
| Employer contribution / active EE | $6,148 | $4,946+24.3% | $3,865+59.0% | $4,762+29.1% |
| Participant deferral / active EE | $7,262 | $5,868+23.8% | $4,937+47.1% | $5,850+24.1% |
| Admin fee / account holder | $3,029 | $13,434-77.5% | $9,702-68.8% | $11,596-73.9% |