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 | $238,851 | $159,602+49.7% | $150,045+59.2% | $142,382+67.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 16.45% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $9,563 | $4,961+92.8% | $4,693+103.8% | $4,299+122.4% |
| Participant deferral / active EE | $5,661 | $8,310-31.9% | $7,997-29.2% | $6,507-13.0% |
| Admin fee / account holder | $6,018 | $14,846-59.5% | $13,435-55.2% | $12,624-52.3% |