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 | $183,519+27.1% | $155,509+50.0% | $145,922+59.9% |
| Participation rate | 76.9% | 82.7%-5.7pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 12.82% | 61.17%-48.3pp | 64.67%-51.8pp | 561.29%-548.5pp |
| Employer contribution / active EE | $7,190 | $5,313+35.3% | $4,672+53.9% | $4,660+54.3% |
| Participant deferral / active EE | $8,533 | $6,462+32.0% | $5,626+51.7% | $6,688+27.6% |
| Admin fee / account holder | $2,439 | $19,313-87.4% | $15,912-84.7% | $13,397-81.8% |