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 | $155,947 | $214,378-27.3% | $200,582-22.3% | $142,382+9.5% |
| Participation rate | 72.7% | 87.4%-14.7pp | 86.9%-14.2pp | 80.1%-7.4pp |
| Annual return | 21.70% | 46.41%-24.7pp | 42.33%-20.6pp | 217.08%-195.4pp |
| Employer contribution / active EE | $4,062 | $6,841-40.6% | $6,419-36.7% | $4,299-5.5% |
| Participant deferral / active EE | $13,627 | $9,865+38.1% | $9,331+46.0% | $6,507+109.4% |
| Admin fee / account holder | $1,785 | $17,692-89.9% | $16,305-89.1% | $12,624-85.9% |