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 5-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 | $115,896 | $127,065-8.8% | $113,168+2.4% | $142,382-18.6% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 18.33% | 24.03%-5.7pp | 24.27%-5.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $11,483 | $3,442+233.6% | $2,975+286.0% | $4,299+167.1% |
| Participant deferral / active EE | $7,598 | $5,716+32.9% | $5,107+48.8% | $6,507+16.8% |
| Admin fee / account holder | $1,308 | $15,736-91.7% | $12,068-89.2% | $12,624-89.6% |