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 | $219,188 | $111,754+96.1% | $103,333+112.1% | $145,922+50.2% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.5%+9.7pp | 80.3%+3.9pp |
| Annual return | 12.75% | 24.77%-12.0pp | 24.88%-12.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,312 | $4,212-68.8% | $3,868-66.1% | $4,660-71.8% |
| Participant deferral / active EE | $3,567 | $5,619-36.5% | $5,057-29.5% | $6,688-46.7% |
| Admin fee / account holder | $11,953 | $9,750+22.6% | $8,355+43.1% | $13,397-10.8% |