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 | $155,721 | $97,125+60.3% | $86,233+80.6% | $137,256+13.5% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 20.76% | 74.19%-53.4pp | 61.39%-40.6pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,677 | $2,841-41.0% | $2,504-33.0% | $4,156-59.7% |
| Participant deferral / active EE | $4,612 | $5,180-11.0% | $4,559+1.1% | $6,407-28.0% |
| Admin fee / account holder | $1,353 | $9,725-86.1% | $8,342-83.8% | $12,270-89.0% |