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 | $115,666 | $81,208+42.4% | $98,907+16.9% | $79,858+44.8% |
| Participation rate | 80.4% | 72.5%+7.9pp | 76.0%+4.3pp | 69.6%+10.7pp |
| Annual return | 22.54% | 60.99%-38.5pp | 196.43%-173.9pp | 31.71%-9.2pp |
| Employer contribution / active EE | $1,316 | $1,960-32.8% | $2,689-51.1% | $2,471-46.7% |
| Participant deferral / active EE | $3,975 | $3,265+21.8% | $4,244-6.3% | $3,740+6.3% |
| Admin fee / account holder | $2,374 | $6,013-60.5% | $6,642-64.3% | $5,306-55.3% |