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 | $168,616 | $114,381+47.4% | $107,525+56.8% | $142,382+18.4% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 15.03% | 242.71%-227.7pp | 181.32%-166.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,488 | $4,015-13.1% | $3,754-7.1% | $4,299-18.9% |
| Participant deferral / active EE | $8,979 | $5,564+61.4% | $5,116+75.5% | $6,507+38.0% |
| Admin fee / account holder | $14,384 | $9,860+45.9% | $8,919+61.3% | $12,624+13.9% |