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 | $148,806 | $109,881+35.4% | $150,045-0.8% | $84,808+75.5% |
| Participation rate | 97.8% | 76.1%+21.7pp | 82.3%+15.5pp | 68.3%+29.5pp |
| Annual return | 21.17% | 28.25%-7.1pp | 62.55%-41.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $7,902 | $3,561+121.9% | $4,693+68.4% | $2,631+200.4% |
| Participant deferral / active EE | $31,126 | $6,636+369.1% | $7,997+289.2% | $4,212+639.1% |
| Admin fee / account holder | $4,088 | $8,568-52.3% | $13,435-69.6% | $7,344-44.3% |