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 | $238,598 | $172,111+38.6% | $150,298+58.8% | $137,256+73.8% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 15.16% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $8,875 | $4,636+91.4% | $4,154+113.6% | $4,156+113.5% |
| Participant deferral / active EE | $8,198 | $6,166+33.0% | $5,453+50.4% | $6,407+28.0% |
| Admin fee / account holder | $2,113 | $16,471-87.2% | $14,116-85.0% | $12,270-82.8% |