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 | $151,170 | $110,257+37.1% | $96,544+56.6% | $139,434+8.4% |
| Participation rate | 95.5% | 78.1%+17.4pp | 76.0%+19.5pp | 80.3%+15.1pp |
| Annual return | 11.20% | 26.32%-15.1pp | 25.84%-14.6pp | 372.94%-361.7pp |
| Employer contribution / active EE | $1,654 | $3,620-54.3% | $2,965-44.2% | $4,751-65.2% |
| Participant deferral / active EE | $5,444 | $5,548-1.9% | $4,851+12.2% | $6,710-18.9% |
| Admin fee / account holder | $77,115 | $11,591+565.3% | $8,252+834.5% | $11,403+576.3% |