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 | $209,954 | $177,572+18.2% | $154,803+35.6% | $142,382+47.5% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 14.58% | 65.07%-50.5pp | 58.88%-44.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,550 | $4,810-67.8% | $4,305-64.0% | $4,299-64.0% |
| Participant deferral / active EE | $9,676 | $6,272+54.3% | $5,540+74.6% | $6,507+48.7% |
| Admin fee / account holder | $925 | $16,786-94.5% | $14,329-93.5% | $12,624-92.7% |