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 | $166,193 | $106,749+55.7% | $145,433+14.3% | $82,448+101.6% |
| Participation rate | 89.7% | 75.6%+14.1pp | 82.1%+7.6pp | 68.1%+21.7pp |
| Annual return | 15.33% | 27.59%-12.3pp | 66.58%-51.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $3,477 | $3,444+1.0% | $4,554-23.7% | $2,551+36.3% |
| Participant deferral / active EE | $8,580 | $6,519+31.6% | $7,897+8.6% | $4,139+107.3% |
| Admin fee / account holder | $3,316 | $8,390-60.5% | $13,129-74.7% | $7,234-54.2% |