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 6-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 | $211,225 | $167,307+26.2% | $143,757+46.9% | $134,475+57.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | 37.95% | 0.46%+37.5pp | -0.04%+38.0pp | 417.96%-380.0pp |
| Employer contribution / active EE | $1,231 | $5,619-78.1% | $4,951-75.1% | $4,740-74.0% |
| Participant deferral / active EE | $3,631 | $6,446-43.7% | $5,637-35.6% | $6,400-43.3% |
| Admin fee / account holder | $1,642 | $18,088-90.9% | $14,673-88.8% | $11,426-85.6% |