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 | $227,969 | $106,515+114.0% | $96,683+135.8% | $139,434+63.5% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 26.29% | 38.43%-12.1pp | 35.69%-9.4pp | 372.94%-346.7pp |
| Employer contribution / active EE | $1,125 | $4,103-72.6% | $3,737-69.9% | $4,751-76.3% |
| Participant deferral / active EE | $5,444 | $5,454-0.2% | $4,878+11.6% | $6,710-18.9% |
| Admin fee / account holder | $7,242 | $7,877-8.1% | $6,730+7.6% | $11,403-36.5% |