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 | $149,388 | $80,968+84.5% | $96,544+54.7% | $75,163+98.8% |
| Participation rate | 95.7% | 71.8%+24.0pp | 76.0%+19.8pp | 67.2%+28.6pp |
| Annual return | 13.48% | 27.06%-13.6pp | 25.84%-12.4pp | 160.62%-147.1pp |
| Employer contribution / active EE | $7,008 | $2,282+207.1% | $2,965+136.4% | $2,670+162.5% |
| Participant deferral / active EE | $9,288 | $3,928+136.4% | $4,851+91.5% | $4,125+125.1% |
| Admin fee / account holder | $4,100 | $6,724-39.0% | $8,252-50.3% | $5,651-27.4% |