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 | $186,142 | $89,753+107.4% | $107,525+73.1% | $84,808+119.5% |
| Participation rate | 78.8% | 68.1%+10.7pp | 75.1%+3.7pp | 68.3%+10.5pp |
| Annual return | 17.12% | 29.48%-12.4pp | 181.32%-164.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,499 | $3,113+12.4% | $3,754-6.8% | $2,631+33.0% |
| Participant deferral / active EE | $11,328 | $4,056+179.3% | $5,116+121.4% | $4,212+169.0% |
| Admin fee / account holder | $1,309 | $7,222-81.9% | $8,919-85.3% | $7,344-82.2% |