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 | $176,586 | $183,519-3.8% | $155,509+13.6% | $145,922+21.0% |
| Participation rate | 95.8% | 82.7%+13.2pp | 78.2%+17.6pp | 80.3%+15.6pp |
| Annual return | 19.76% | 61.17%-41.4pp | 64.67%-44.9pp | 561.29%-541.5pp |
| Employer contribution / active EE | $7,544 | $5,313+42.0% | $4,672+61.5% | $4,660+61.9% |
| Participant deferral / active EE | $5,186 | $6,462-19.8% | $5,626-7.8% | $6,688-22.5% |
| Admin fee / account holder | $1,513 | $19,313-92.2% | $15,912-90.5% | $13,397-88.7% |