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 3-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 | $143,679 | $100,773+42.6% | $88,946+61.5% | $142,382+0.9% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 18.41% | 70.18%-51.8pp | 57.82%-39.4pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,509 | $2,918-14.0% | $2,555-1.8% | $4,299-41.6% |
| Participant deferral / active EE | $16,579 | $5,230+217.0% | $4,581+261.9% | $6,507+154.8% |
| Admin fee / account holder | $1,075 | $9,693-88.9% | $8,261-87.0% | $12,624-91.5% |