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 3-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 | $189,456 | $114,381+65.6% | $107,525+76.2% | $142,382+33.1% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 17.70% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,368 | $4,015-41.0% | $3,754-36.9% | $4,299-44.9% |
| Participant deferral / active EE | $9,470 | $5,564+70.2% | $5,116+85.1% | $6,507+45.5% |
| Admin fee / account holder | $842 | $9,860-91.5% | $8,919-90.6% | $12,624-93.3% |