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 5-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 | $239,968 | $86,891+176.2% | $142,449+68.5% | $75,163+219.3% |
| Participation rate | 87.9% | 68.5%+19.3pp | 76.8%+11.1pp | 67.2%+20.7pp |
| Annual return | 16.96% | 23.31%-6.4pp | 19.99%-3.0pp | 160.62%-143.7pp |
| Employer contribution / active EE | $4,301 | $3,355+28.2% | $4,847-11.3% | $2,670+61.1% |
| Participant deferral / active EE | $8,761 | $4,938+77.4% | $6,283+39.4% | $4,125+112.4% |
| Admin fee / account holder | $9,681 | $7,299+32.6% | $10,011-3.3% | $5,651+71.3% |