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 | $242,099 | $176,056+37.5% | $159,436+51.8% | $167,490+44.5% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 13.80% | 331.75%-318.0pp | 263.57%-249.8pp | 478.56%-464.8pp |
| Employer contribution / active EE | $1,847 | $5,297-65.1% | $4,829-61.8% | $4,837-61.8% |
| Participant deferral / active EE | $17,064 | $7,750+120.2% | $7,352+132.1% | $6,341+169.1% |
| Admin fee / account holder | $2,631 | $12,554-79.0% | $10,799-75.6% | $12,309-78.6% |