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 | $228,550 | $108,919+109.8% | $100,391+127.7% | $145,922+56.6% |
| Participation rate | 87.5% | 82.9%+4.6pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 14.34% | 57.88%-43.5pp | 49.20%-34.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,830 | $4,419-58.6% | $3,942-53.6% | $4,660-60.7% |
| Participant deferral / active EE | $11,195 | $8,445+32.6% | $8,082+38.5% | $6,688+67.4% |
| Admin fee / account holder | $40,956 | $9,689+322.7% | $7,899+418.5% | $13,397+205.7% |