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 | $155,922 | $93,571+66.6% | $135,903+14.7% | $75,163+107.4% |
| Participation rate | 97.4% | 75.2%+22.3pp | 81.9%+15.5pp | 67.2%+30.2pp |
| Annual return | 16.89% | 30.90%-14.0pp | 68.23%-51.3pp | 160.62%-143.7pp |
| Employer contribution / active EE | $3,135 | $3,537-11.3% | $4,856-35.4% | $2,670+17.4% |
| Participant deferral / active EE | $10,515 | $6,404+64.2% | $7,758+35.5% | $4,125+154.9% |
| Admin fee / account holder | $5,112 | $6,975-26.7% | $10,762-52.5% | $5,651-9.5% |