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 4-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 | $115,721 | $150,197-23.0% | $120,368-3.9% | $145,959-20.7% |
| Participation rate | 81.8% | 78.8%+3.1pp | 71.9%+9.9pp | 80.3%+1.5pp |
| Annual return | 11.78% | 154.26%-142.5pp | 107.26%-95.5pp | 561.95%-550.2pp |
| Employer contribution / active EE | $5,776 | $4,350+32.8% | $3,465+66.7% | $4,661+23.9% |
| Participant deferral / active EE | $9,621 | $6,174+55.8% | $4,991+92.8% | $6,689+43.8% |
| Admin fee / account holder | $7,425 | $12,216-39.2% | $9,429-21.3% | $13,398-44.6% |