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 | $216,444 | $157,256+37.6% | $141,162+53.3% | $152,861+41.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 23.14% | 64.32%-41.2pp | 71.39%-48.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $4,671 | $5,261-11.2% | $4,735-1.3% | $4,762-1.9% |
| Participant deferral / active EE | $12,134 | $7,109+70.7% | $6,709+80.9% | $5,850+107.4% |
| Admin fee / account holder | $2,950 | $12,120-75.7% | $10,261-71.3% | $11,596-74.6% |