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 | $118,896 | $100,773+18.0% | $88,946+33.7% | $142,382-16.5% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 20.84% | 70.18%-49.3pp | 57.82%-37.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,310 | $2,918-20.8% | $2,555-9.6% | $4,299-46.3% |
| Participant deferral / active EE | $11,408 | $5,230+118.1% | $4,581+149.0% | $6,507+75.3% |
| Admin fee / account holder | $1,397 | $9,693-85.6% | $8,261-83.1% | $12,624-88.9% |