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 9-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 | $172,421 | $148,534+16.1% | $135,903+26.9% | $139,434+23.7% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 23.02% | 79.19%-56.2pp | 68.23%-45.2pp | 372.94%-349.9pp |
| Employer contribution / active EE | $7,174 | $5,243+36.8% | $4,856+47.7% | $4,751+51.0% |
| Participant deferral / active EE | $10,814 | $8,100+33.5% | $7,758+39.4% | $6,710+61.2% |
| Admin fee / account holder | $1,422 | $12,400-88.5% | $10,762-86.8% | $11,403-87.5% |