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 | $173,214 | $179,726-3.6% | $156,263+10.8% | $142,382+21.7% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 159.22% | 77.86%+81.4pp | 59.47%+99.8pp | 217.08%-57.9pp |
| Employer contribution / active EE | $2,336 | $5,069-53.9% | $4,333-46.1% | $4,299-45.7% |
| Participant deferral / active EE | $7,026 | $6,956+1.0% | $6,158+14.1% | $6,507+8.0% |
| Admin fee / account holder | $2,206 | $17,272-87.2% | $14,255-84.5% | $12,624-82.5% |