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 | $229,198 | $159,602+43.6% | $150,045+52.8% | $142,382+61.0% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 13.82% | 70.24%-56.4pp | 62.55%-48.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,162 | $4,961-36.3% | $4,693-32.6% | $4,299-26.5% |
| Participant deferral / active EE | $7,570 | $8,310-8.9% | $7,997-5.3% | $6,507+16.3% |
| Admin fee / account holder | $2,277 | $14,846-84.7% | $13,435-83.0% | $12,624-82.0% |