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 | $156,682 | $111,814+40.1% | $103,374+51.6% | $145,959+7.3% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 16.97% | 24.77%-7.8pp | 24.89%-7.9pp | 561.95%-545.0pp |
| Employer contribution / active EE | $1,936 | $4,214-54.0% | $3,869-50.0% | $4,661-58.5% |
| Participant deferral / active EE | $5,136 | $5,618-8.6% | $5,058+1.5% | $6,689-23.2% |
| Admin fee / account holder | $13,477 | $9,754+38.2% | $8,394+60.6% | $13,398+0.6% |