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 | $97,965 | $93,571+4.7% | $135,903-27.9% | $75,163+30.3% |
| Participation rate | 92.1% | 75.2%+16.9pp | 81.9%+10.2pp | 67.2%+24.9pp |
| Annual return | 19.20% | 30.90%-11.7pp | 68.23%-49.0pp | 160.62%-141.4pp |
| Employer contribution / active EE | $7,150 | $3,537+102.2% | $4,856+47.2% | $2,670+167.8% |
| Participant deferral / active EE | $17,226 | $6,404+169.0% | $7,758+122.0% | $4,125+317.6% |
| Admin fee / account holder | $1,170 | $6,975-83.2% | $10,762-89.1% | $5,651-79.3% |