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 8-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 | $162,726 | $95,266+70.8% | $82,389+97.5% | $142,382+14.3% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.5%+19.3pp | 80.1%+8.8pp |
| Annual return | 13.79% | 25.74%-11.9pp | 28.67%-14.9pp | 217.08%-203.3pp |
| Employer contribution / active EE | $4,275 | $2,991+42.9% | $2,517+69.8% | $4,299-0.6% |
| Participant deferral / active EE | $6,248 | $4,809+29.9% | $4,155+50.4% | $6,507-4.0% |
| Admin fee / account holder | $1,328 | $8,563-84.5% | $7,231-81.6% | $12,624-89.5% |