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 8-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 | $137,212 | $124,281+10.4% | $109,143+25.7% | $167,490-18.1% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 17.64% | 26.04%-8.4pp | 25.75%-8.1pp | 478.56%-460.9pp |
| Employer contribution / active EE | $19,266 | $4,207+357.9% | $3,722+417.6% | $4,837+298.3% |
| Participant deferral / active EE | $14,905 | $5,255+183.6% | $4,653+220.3% | $6,341+135.1% |
| Admin fee / account holder | $306 | $7,970-96.2% | $6,752-95.5% | $12,309-97.5% |