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 8-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 | $233,299 | $183,592+27.1% | $155,567+50.0% | $145,959+59.8% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 12.82% | 61.24%-48.4pp | 64.74%-51.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $7,190 | $5,315+35.3% | $4,674+53.8% | $4,661+54.3% |
| Participant deferral / active EE | $8,533 | $6,464+32.0% | $5,628+51.6% | $6,689+27.6% |
| Admin fee / account holder | $2,439 | $19,318-87.4% | $15,916-84.7% | $13,398-81.8% |